We collect and analyse data on hundreds of thousands of real portfolios from investment managers who truly embrace transparency.
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Suggestus provides a suite of tools to help you find the best solution for your clients. Built to provide advisers with an intuitive, compliant and repeatable process for reviewing and selecting the most appropriate investment manager.
Use the online tool to generate a risk profile for your clients and find managers that match their specific preferences.
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We collect and analyse data on hundreds of actual portfolios managed on behalf of charities and share the results to help you understand if you are getting the best out of your capital.
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ARC and Citywire are pleased to announce the launch of the Great British Portfolio Playoff, a chance for individual wealth managers and financial advisers in the UK and Channel Islands to pit their professional portfolio skills against their peers in a league system. Enter your data on Suggestus to receive a free Portfolio Peer Review and prove your skill, mettle and investment talent. Good luck!
ARC is delighted to announce the launch of the ARC Inheritance Tax Portfolio Indices ("AIP") a new index series focussed on portfolios that are specifically targeting IHT mitigation. The indices have 5 years of history from December 2012 and 10 firms are contributing actual performance data, net of fees. The AIP is designed to bring consistency of data reporting to this growing specialist investment sector. See the full news release here