A portfolio solution that works for you and your clients.

Financial Professionals

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A portfolio solution that works for you and your clients.

Market Partners - How we work with Financial Professionals

At Market Partners, we understand the responsibility that comes with client trust — and the importance of delivering on it, consistently.

That’s why we partner with select financial professionals to provide white-labelled, professional investment management that enhances your offer and supports your client relationships.

How we work with Financial Professionals

Whether you need a proven, high-performing portfolio or a completely bespoke solution, Market Partners delivers the structure, rigour, and transparency both you and your clients expect — under your name, on your terms.

We align with your business model, your values, and your goals — working collaboratively to deliver strategies that meet your clients’ needs and deepen their trust in you.

Working together to exceed expectations

Two ways to partner

Request a bespoke investment solution

Request a bespoke investment solution

For clients with more specific needs, Market Partners creates completely bespoke portfolios. These are built around the client’s financial landscape, goals, values, and risk appetite — then monitored and adjusted in line with changing market conditions and personal circumstances.

Access our existing high-performing portfolios

Access our existing high-performing portfolios

Built and actively managed by the Market Partners team, our model portfolios are constructed around defined risk profiles and investment objectives.

These portfolios are backed by real-time data, daily market insights, and a long-term performance record you can rely on.

What's included

White-labelled portfolio management

Professionally managed portfolios seamlessly delivered under your brand, enabling you to leverage our institutional-grade investment solutions

Bespoke and model portfolio options

Choose from our high-performing model portfolios or request tailored solutions built around specific client goals, preferences, values, and risk profiles.

Dedicated investment team

Work directly with our senior team — including James Gerrish — who brings decades of market experience and hands-on portfolio expertise.

Daily insights & reporting

Plug into daily market commentary and client-ready reporting — ensuring your clients remain informed, engaged, and confident in their portfolio and strategies.

Real-time visibility

Market Partners provides a uniquely transparent service with access to up-to-date pricing, asset allocation, and performance data — available to both adviser and client, anytime.

Client-centred. Always.

Our processes prioritise alignment, independence, and integrity — with clear governance, documented frameworks, and no conflict of interests influencing decision-making.

Market Partners - get in touch

Always in your interest

Plug into daily market commentary and client-ready reporting — We wholeheartedly believe in the power of long-term partnerships, that are honest, principled and united. If you’re a financial firm looking to enhance your offering and improve your client relationships — start a conversation with Market Partners today. ensuring your clients remain informed, engaged, and confident in their portfolio and strategies.

Get in touch

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