Partnered Investment Solutions for Financial Advisers

Delegate portfolio management while maintaining full control, transparency, and client focus.

Key Advantages

Fully Discretionary, Adviser-Led: You set the client mandate—Antara handles proactive investing and daily management.

Brandable Whitelabeling: All client materials, portal access, and reporting can be fully branded with your identity.

Transparent Online Access: Clients and advisers access live valuations, performance metrics, and portfolio breakdowns 24/7.

Comprehensive Reporting: Downloadable investment reviews, risk reports, and regulatory documentation when you need them.

Flexible Portfolio Choices: From Model Portfolios and Discretionary mandates to bespoke solutions—covering income, ESG, Sharia, or multi-currency needs.

Scalable Business Growth: Free up your time to win new clients and nurture relationships—while we handle day-to-day investment operations.

Our Adviser-Focused Services

1. Model Portfolio Service (MPS)

What You Get:

  • Pre-built portfolios spanning key themes: Active, Sustainable World, Income and Sharia-compliant.
  • Seven risk tiers from Defensive to Adventurous each available in GBP, USD, and EUR.
  • Expert management with disciplined rebalancing and oversight.
  • Whitelabel ready with your firm’s branding.
Adviser Benefits:
  • Fast deployment across multiple clients.
  • Reduced operational lift—no need to manage daily positioning.
  • Full transparency with real-time access and branding control.

 

2. Discretionary Portfolio Management

What You Get:

  • Fully delegated portfolios managed within client-specific mandates.
  • Tactical asset shifts, income strategies, and tax-aware structuring.
  • Daily oversight by our investment team.
  • Secure portal access and brandable reporting.
Adviser Benefits:
  • Deliver personalised solutions without the management overhead.
  • Full control over risk levels, income distribution, and ethical constraints.
  • Frictionless integration—Antara handles compliance, trading, and communications.

 

3. Bespoke Investment Solutions

What You Get:

  • Tailored portfolios or model suites built to fit complex client needs.
  • Integrated ESG, currency hedging, tax wrappers, or concentration limits.
  • Collaborative design process with advisers, trustees, or family offices.
  • Custom reporting formats, dashboards, and document packs.
Adviser Benefits:
  • Offer high-touch, tailored solutions to enhance your firm’s proposition.
  • Maintain adviser-client relationship while outsourcing portfolio management.
  • Provide institutional-grade governance and oversight to your clients.

 

How it Works

  • 1
    Initial Engagement

    Share a brief outline of client needs and risk profile

  • 2
    Proposal & Mandate

    Receive a brandable investment proposal and secure mandate documentation.

  • 3
    Onboarding

    Set up client portal access and initiate portfolio deployment.

  • 4
    Ongoing Management

    Regular rebalancing, risk monitoring, and tactical positioning by Antara.

  • 5
    Reporting & Reviews

    Download portfolio statements, periodic reviews, & compliance reports on demand.

Adviser-Centric Features

FEATURE BENEFIT
Whitelabel Branding Keep client-facing materials under your own brand
Live Online Access 24/7 transparency and real-time insights
Full Compliance Back-Office KYC, reporting, audits—handled by Antara
Multi-Currency Flexibility Seamless GBP, USD, EUR handling
Dedicated Adviser Support Named relationship manager for queries & reviews