Editor's note
Elston Consulting is no stranger to FT Adviser readers, with Henry Cobbe, head of research at the company, a regular contributor to our Asset Allocator title.
Founded in 2012, with the aim to research, design, and deliver multi-asset solutions for the UK retail market using portfolio, fund and index formats ahead of regulatory changes, the company has been through a series of launches, partnerships and developments over the past 13 years.
Its investment solutions team works directly with UK financial advisers to support their investment proposition using Elston's capabilities across portfolios, funds and indices.
Elston provides regular research and insights for financial advisers, as well as managing ranges of portfolios for clients, including custom portfolios. Advisers also value the regulatory support provided by Elston Consulting.
One Hampshire-based adviser said: "The compliance burden of recommending investment funds to clients has increased over the years... there is so much more research and analysis and assessment required... that working with Elston has really taken that burden from us. They have been very helpful and constructive and willing to engage."
Elston has come straight into the Financial Adviser Service Awards for the first time this year, and did so with a five-star ranking, which is a significant achievement.
Contact Details
T: +44 20 3603 1430
www.elstonsolutions.co.uk/contact
About Elston
Established in 2012, Elston was set up to research and develop innovative investment propositions for the UK adviser market.
We help UK advisers develop investment solutions for them to offer their clients - model portfolios, funds, retirement and ESG propositions.
Our clients include approximatly 60 financial advisers (from national firms to small boutiques) and 5 discretionary portfolio managers.
Unlike traditional MPS providers, we do not work with retail clients. We aim to support financial adviser, not compete with them.
Our mission is to become one of the leading investment solutions providers supporting UK advisers.
We provide Investment Committee & Proposition support for UK advisers to help them enhance their business value and reduce business risk.
We have an extensive toolkit and can work with firms large and small to deliver investment solutions in the format they require. We have an institutional-quality toolkit to fill in any gaps that adviser firms may have.
