By outsourcing the daily investment management to 2IP our partners gain these benefits:
An experienced and truly independent investment research and management team that provides a conflict free professional service for the benefit of their partners. We align our portfolio solutions to compliment our partners advice processes.
Our Philosophy, Investment Values and Core Values
We provide a range of Discretionary Fund Management services for advisors looking to spend more time with their clients focussing on their total personal financial wellness
The team has extensive expertise in fund and asset manager research, with wide-spread industry recognition for their capability in not merely selecting the appropriate long-term funds, but doing so with the necessary understanding and conviction of how the varying fund manager styles, also within a particular asset class, should be combined to deliver robust portfolio solutions.
We cover a comprehensive universe of fund managers and provide collated research summaries and updates to IFAs and their clients in a customisable format.
Advisors increasingly move away from the toxic approach of performance-based selling towards goal-based advice. There is an increasing awareness that the advisor’s true value is not in selling the “financial plan as a product” but rather the important discipline of “sound decision making as a service”.
“An investment in knowledge pays the best interest.”
At 2IP we cater for a broad spectrum of Model Portfolio and multi-asset class solutions across most of the major industry platforms and linked investment service providers (LISPs).
2IP also provide on contract specialist outsource services to selected corporate clients.
The founding members of 2IP Independent Investment Partners are the core asset management and senior executive team who previously all worked together servicing the IFA market for the last 9 years.
In 2014 the decision was made to constitute 2IP based on the business principles of independence, integrity and a clearly communicated vision. A cornerstone of the founders’ obstinate belief is that our business conduct should reflect our investment philosophy.