Our market-leading solutions—ranging from ready-made products to investment grade tailored private wealth strategies—help you build a competitive edge while enabling clients to protect, grow and pass on their wealth tax-efficiently.
Our Private Wealth Strategies are designed specifically to seamlessly integrate with financial advisers wealth management proposition.
As part of a cutting edge tech enabled Centralised Investment Proposition, we built to enable our professional partners by design.
We’re here to lift the administrative and risk burden of managing client portfolios, giving you the freedom to focus on what matters most. By choosing Navigate as your investment partner, you gain not just expertise, but valuable time too.
Partnering with Navigate allows you to dedicate more time to what truly matters:
At Navigate, our priority is supporting you and your clients in every way possible. Our products and services are designed around your needs—and those which seek to bring instituational quality investment management to the widest possible audience—meaning innovative, client-focused solutions.
With nearly 20 years’ experience partnering with advisers, we have built countless trusted relationships with advisers, earned a reputation for a warm, collaborative service, and introduced innovative, market-leading solutions.
We’ve designed a Centralised Investment Proposition, that means a one stop shop for five distinct discretionary portfolio type solutions, as distinct from the one size fits all portfolios which dominate the industry.
We work with you to identify which of our services best align with your client’s needs and complement the financial plan you have established. Based on your client’s investment objectives, we provide a wealth of supporting materials, including recommended asset allocations and detailed team information, which you can share with them.
Our solutions are coordinated to ensure seamless access across multiple platforms, product providers, and tax wrappers, creating a truly holistic portfolio. We then provide ongoing support through regular investment bulletins, market commentary, and performance reporting.
Where our proprietary platform technology is used, clients additionally benefit from detailed valuations, performance data, a client app, transaction histories, cash statements, and a comprehensive annual tax year-end pack, ensuring transparency and ease of management
The entire proposition is designed to make life easy for financial advisers, to help them achieve more in their business by allowing them to allocate more time to financial planning, winning new clients or working on new opportunities for their existing clients.
We have a designed a leading edge, institutional quality centralised investment
proposition proposition with a suite of complementary, yet distinct, portfolio
approaches, to cater for different client circumstances and investing preferences.
We seek to keep our partners ahead of the competition, by providing access to sophisticated wealth management software, the latest news, views and market research reports and continuing to develop meaningful investment solutions for clients.
Portfolios are customised to your clients’ individual investment objectives, goals, and risk appetite.
An adaptive model that captures the complex and evolving relationships between macro variables, risk factors and security prices
Receive regular monthly updates and quarterly commentaries, keeping you informed and ahead of the curve.
Track portfolio performance and investment progress anytime via our secure online platform.
To learn more about how we can help you design and build a
tailored, end to end Centralised Advice and Investment Process.
