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Portfolios with Personality

Match Investment Preferences To A Very Personalised Approach

Discover we will marry up differentiated portfolio approaches, to create very personalised investments. Whether the goals are to prioritse gorwth, income or resilience, our strategies can keep investments on track, whatever the weather.

Investment Process
Literature Library

Personalised Portfolios

A selection of risk-managed, diversified model portfolios covering a wide range of investing styles.

Equilibrium

Passive Approach

A Fixed allocation to third party ETFs so your portfolio can track market performance
“I prefer a low cost traditional solution that just follows the performance of the market as it goes up and down.”

LEARN MORE ABOUT EQUILIBRIUM

Symphony

Traditional Equity & Bond

Diversified equity and bond portfolio of independent 3rd party funds.
“I’m focussed on equity and bonds, with access to the best investment talent globally’.”

LEARN MORE ABOUT Symphony

NAVIGATOR

Diversification By Market Regime

Perpetual approach to asset allocation that invests in a range of investment baskets that aims to perform across the complete market cycle.
“I want a portfolio that aims to maximize risk adjusted returns, through minimizing drawdowns.”

LEARN MORE ABOUT NAVIGATOR

SELECTA

Individual Equity Portfolios

A high quality selection of global individual equities, which focus on ‘shareholder yield’ approach to investing.
“I want a portfolio of individual equities only, actively managed and globally diversified.”

LEARN MORE ABOUT SELECTA

US Client Portfolios

Multi Asset, US Person Designed Portfolios

A US centric, highly diversified US multi asset ETF portfolio, actively managed by forwards looking asset allocation approach designed by reknowned US academics.
“I want a US tax efficient portfolio, globally diversified, actively managed to my risk profile.”
LEARN MORE ABOUT US Client Portfolios

Tailored Strategy

Why Consider the PWS Service

Investor – Centric Solutions

Who Is This For?

Designed for investors and advisers who prefer a specific investing style, or are seeking to align a defined investment goal with a personalized portfolio strategy.

Access Made Simple

How Do I Access?

Whether you prefer a fully ETF-constructed portfolio like Equilibrium, individual equities such as Selecta, or an all weather approach such as Navigator, our solutions are liquid, retail-friendly, and accessible.
 
You can invest directly or through a tax-efficient wrapper such as a a variety of pension wrapper or even ISAs.

The Benefits for Professional Advisers

We Handle the Heavy Lifting

Focus on your goals while we take care of the day-to-day investment management.

A Strategy Built Around You

Portfolios are crafted to align with unique goals, needs and risk profiles

Smart Planning, Simplified

Access advanced portfolio planning and professional management without complexity.

Global Investment Access

Diversify across top-tier funds and asset classes from around the world.

Active Oversight

We monitor and adjust your portfolio to stay aligned with your long-term objectives.

A choice of Investing Styles

Comparing The Approaches In Detail

  • Equilibrium
  • Portfolio Name
  • Equilibrium
  • Investing Style
  • Traditional
  • Allocation Type
  • Equity & bond
  • Approach
  • Passive Allocation
  • No. Of Risk Profiles
  • 5
  • Exposures:
  • may be suitable for Investors who believe active management cannot provide outperformance of global markets
  • may be not suitable for Investors who feel uncomfortable during significant falls in portfolio value
  • may be suitable for Investors who believe active management cannot provide outperformance of global markets
  • may be not suitable for Investors who feel uncomfortable during significant falls in portfolio value
  • may be suitable for Investors who believe active management cannot provide outperformance of global markets
  • may be not suitable for Investors who feel uncomfortable during significant falls in portfolio value
  • Symphony
  • Portfolio Name
  • Symphony
  • Investing Style
  • Traditional
  • Allocation Type
  • Equity & bond
  • Approach
  • Diversified Portfolio of independent 3rd party funds
  • No. Of Risk Profiles
  • 5
  • Exposures:
  • may be suitable for Investors who are focused on Equity & Bond markets
  • may be not suitable for Investors who want exposure to alternative/ non-traditional asset classes/ strategies (e.g. commodities, real estate)
  • may be suitable for Investors who believe outperformance is generated by experts researching independent managers and gaining exposure to the best in class
  • may be not suitable for Investors who want a strategy that can make money in all market cycles
  • Navigator
  • Portfolio Name
  • Navigator
  • Investing Style
  • Diversification by market regime
  • Allocation Type
  • Market regime baskets
  • Approach
  • UCITS V Fund and ETF Universe
  • No. Of Risk Profiles
  • 4
  • Exposures:
  • may be suitable for Investors seeking true asset allocation diversification that offers capital appreciation and protection through all market environments: inflation to deflation, growth to crash.
  • may be not suitable for Investors who want to just track the market whether that be up or down.
  • may be suitable for Investors who believe that the Traditional 60/40 portfolio leaves them exposed over the market cycle.
  • may be not suitable for Investors who have a greater fear of missing out feeling than they gain comfort from knowing downside risks are reduced
  • may be suitable for Investors who are worried about the potential for large market sell offs or take comfort from having an approach focused on reducing portfolio drawdowns.
  • may be not suitable for Investors who aren't comfortable in having exposure to alternative investments and strategies.
  • may be suitable for Investors who believe in accumulating wealth over the long run.
  • Selecta
  • Portfolio Name
  • Selecta
  • Investing Style
  • Individual Equities
  • Allocation Type
  • Equity
  • Approach
  • Global stocks
  • No. Of Risk Profiles
  • 2
  • Exposures:
  • may be suitable for Investors seeking exposure only to stock markets via individual equities
  • may be not suitable for Investors who are a cautious profile
  • may be suitable for Investors who prefer to have a multi asset class approach
  • may be not suitable for Investors who feel uncomfortable during significant falls in portfolio value
  • may be suitable for Investors who do not seek diversification by asset class
  • may be not suitable for Investors who have shorter term time horizons
  • may be suitable for Investors who recognize quantitative selection process can identify outperformers
  • may be not suitable for Investors who are not interest in individual companies' fortunes.

INSTITUTIONAL GRADE INVESTMENT MANAGEMENT

What can we do for you?

Navigate delivers a comprehensive suite of investment services for:

  • Private Clients seeking personalized strategies
  • Intermediaries & Advisers looking to enhance client offerings
  • Corporations needing tailored financial solutions

Whether you’re building wealth, managing risk, or planning for the future, we help you navigate the financial landscape with precision.

Contact Us

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Reach out to

Hugh McGrenra

To learn more about how we can help you design and build a
tailored, end to end Centralised Advice and Investment Process.

Email: hugh.mcgrenra@navigate-funds.com