Acquired  sdom

W1 and Marlborough Group working

together to get the best to our clients.

W1 Managed Portfolio Service – Powered by Marlborough

With the expansion of the Marlborough group to the offshore market we have formed an exclusive partnership using their core portfolios. This allows clients to have the choice of using their direct funds and using the active management of the Managed Portfolio Service.

Our Managed Portfolio Service (MPS) is a discretionary investment management service consisting of three core portfolios, each with their own risk profile and objective, via a professional adviser for clients. The Portfolio Service which caters to those with less than 250k GBP and those with over 250KGBP.

The MPS portfolios are managed by a dedicated team of experienced investment managers, in line with the Marlborough centralised investment process. This structure allows clients to benefit from Marlborough’s award-winning investment management capabilities.

Cautious W1 MPS

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Adventurous W1 MPS

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Balanced W1 MPS

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Top 10 holdings

Adventurous

Balanced

Cautious

Learn about our offices

W1 Investment Group provides specialist financial advice, services and solutions to UK Expatriates around the world. With strategically placed offices and a focus on Europe and the Middle East, we combine global knowledge with local experience to offer exceptional customer service.

Find out more information on the
W1 – Marlborough Partnership

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