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Managed Account Service

Discover the Stonewall Managed Account Service, where you have the flexibility to choose from a diverse range of professionally administered Investment Options, all customisable to align seamlessly with your corporate identity. Moreover, you have the opportunity to actively engage in managing these model portfolios through your own sub-committee.

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Our Investment Options serve as the cornerstone of the Stonewall portfolio, and they are detailed below. However, it's important to note that there are no restrictions on the types of models you can create using our Managed Discretionary Account (MDA) service.

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At Stonewall, we wear two hats, acting as both your trusted asset consultant and dedicated model manager. While we oversee each Investment Option, the underlying fund manager assumes the role of making specific investment decisions for the Portfolios. This includes determining the ideal allocation of investments, making adjustments as needed, and responding to corporate actions related to these investments.

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Portfolio Management Service

This is a unique opportunity for you to effectively manage your clients' investment needs using our Managed Accounts and Managed Discretionary Account (MDA) services. With our full suite of resources, including access to our Investment Committee, an approved product list, and customisable white-label reporting, you have the tools to elevate your client relationships.

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Our service operates seamlessly through the establishment of a dedicated sub-committee, led by a member of Stonewall's experienced investment team. This committee collaborates with you to define your Strategic Asset Allocation (SAA), Dynamic Asset Allocation (DAA), and fund selection.

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This collaborative approach empowers you to bring your own expertise to your risk models, assess performance, and analyse performance attribution. It adds a unique twist to your portfolios with the expert guidance and support of the Stonewall team, providing a fully branded solution for your clients.

Moreover, our solutions can incorporate elements of Environmental, Social, and Governance (ESG) considerations and other specific investment goals. We tailor these portfolios to reflect your core values and competitive advantages, ensuring a truly customised and exceptional offering for your clients.​

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Using the Stonewall team allows you to achieve this;

• Without the necessity of RoAs, embedding real time operational efficiencies

• Without the overarching costs of your own research

• With our fully researched Approved Product List (APL)

• The comfort of having a team of professional analysts co-opted to your organisation