Convexus works with financial advisory firms across the UK and internationally to deliver institutional-quality investment management that strengthens client propositions, reduces operational burden and supports long-term business growth.
Speak to Our TeamEvery advisory firm is different. We offer four distinct partnership structures — and will always recommend the one that genuinely suits your business.
Access our five risk-graded model portfolios across 22+ platforms. You recommend, we manage. Simple, scalable, cost-effective.
Convexus takes full discretionary responsibility for investment decisions. You focus entirely on advice and client relationships.
We build a custom portfolio framework aligned to your philosophy, client base and brand — managed under our regulatory umbrella.
Deliver investment management under your own name. We provide the infrastructure, governance and models. You own the client experience.
Convexus operates as your investment management partner — never your competitor. The client remains yours throughout.
Access the same ETF-core, correlation-driven portfolio construction methodology used by professional investment managers — at a fraction of typical DFM cost.
We provide documented investment processes, risk management frameworks and regular oversight reports — supporting your compliance and file reviews.
Outsourcing the investment function to Convexus means more of your team's time can be focused on financial planning, client relationships and business development.
Whether you need a straightforward MPS, a full DFM mandate, or a white-label bespoke solution — we design the relationship around your business, not the other way around.
Our typical all-in portfolio cost of 0.67% compares favourably to the 1.5%+ charged by active multi-asset peer groups — a compelling story to tell clients.
We've designed our onboarding to be straightforward and low-friction — most firms are fully live within four to six weeks.
We start with a straightforward conversation to understand your firm, your clients, and your investment proposition goals. No obligation — just a genuine discussion about fit.
We prepare a tailored proposal covering service structure, portfolio options, pricing, and onboarding. For bespoke mandates, we work with you to define the investment parameters from the outset.
Our team handles the technical and administrative onboarding process — platform connectivity, reporting setup, and documentation — so minimal time is required from your team.
Once live, your dedicated relationship contact provides regular investment updates, performance reporting, and is available whenever you need to discuss a client scenario.
Our partnership doesn't end at onboarding. Every adviser partner receives dedicated support, regular investment communications and access to materials that make your conversations with clients more effective.
We view every partnership as a long-term relationship built on shared objectives — better outcomes for advisers and their clients alike.
Dedicated relationship manager for your firm
Regular investment commentary and market updates
Client-ready presentation materials
Portfolio factsheets and performance reports
Suitability support documentation
Training and CPD sessions on request
Bespoke client reporting on request
Prompt response to adviser and client queries
Names and details are illustrative. Representative of actual adviser partnerships Convexus has supported.
Independent advisory firm — growing practice, scaling pressures
MPS + Bespoke Mandate Partnership · IFA firm, £85m AUM
The Situation
A well-established IFA firm with approximately £85m AUM had been managing portfolios directly through a combination of in-house model portfolios and individual fund selections. As the client base grew, maintaining consistency and investment governance across the book was becoming increasingly difficult for a team focused primarily on advice.
The Challenge
The firm didn't want to hand clients to a third-party DFM and risk losing control of the investment experience. But building a fully compliant, governance-rich investment proposition in-house required resource, expertise and technology the firm hadn't budgeted for. They needed a partner, not a replacement.
The Partnership
Convexus implemented a two-tier structure: the MPS for the majority of the client book, and a bespoke mandate for eight higher-value clients with specific needs. Onboarding took five weeks. The firm retained every client relationship, gained a robust governance framework, and received co-branded reporting collateral for client reviews.
~12 hrs/week
Adviser time freed from investment administration
0.67%
Average all-in portfolio cost across the MPS book
100%
Client relationships retained by the adviser firm
"The best adviser partnerships are not transactional. They are built through alignment, shared philosophy and a long-term commitment to delivering better outcomes — for advisers and their clients alike."
Martin Blyth · Convexus
Whether you're exploring outsourced investment management for the first time or looking for an alternative to your existing DFM, we'd welcome a confidential discussion about how Convexus could support your firm.
General: info@convexus.im
Office: Douglas, Isle of Man, IM1 1EQ