{"id":3520,"date":"2023-08-21T16:35:11","date_gmt":"2023-08-21T16:35:11","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=3520"},"modified":"2026-03-31T16:20:45","modified_gmt":"2026-03-31T16:20:45","slug":"wealthtime-investments","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-investments\/","title":{"rendered":"Wealthtime Investments"},"content":{"rendered":"\n<section id=\"hero-block_6660219f870a4b6bd5156c8cb2935ff8\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_6660219f870a4b6bd5156c8cb2935ff8\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1120\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1920x1120.png\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1920x1120.png 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-300x175.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1024x597.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-768x448.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1536x896.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-2048x1195.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-640x373.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1200x700.png 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push left-aligned \">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\">Our investments<\/p>\n\n      \n        <h1 class=\"hero-title\">Outstanding investment choice<\/h1>\n\n      \n      \n        <span class=\"hero-content\">\n\n          <p>Our comprehensive range of investments gives advisers the choice and flexibility to deliver the best possible outcomes for clients.<\/p>\n\n        <\/span>\n\n      \n      \n      \n        <div class=\"button-wrapper\">\n\n          <a class=\"button\" href=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\" target=\"\">Contact us<\/a>\n\n        <\/div>\n\n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n\n\n  <section class=\"page-menu\" id=\"page-menu\">\n\n    <div class=\"nav-wrapper-outer\" id=\"nav-wrapper-outer\">\n\n      <div class=\"body-push row\">\n        \n        <div class=\"nav-wrapper\" id=\"nav-wrapper-inner\">\n          <!-- Menu goes here -->\n          <ul id=\"page-nav\"><\/ul>\n        <\/div>\n\n      <\/div>\n\n    <\/div>\n\n  <\/section>\n\n\n\n\n<section id=\"signposts-block_5284aabe53a26c680bca9ff5ac034475\" class=\" signposts white \" id=\"signposts-block_5284aabe53a26c680bca9ff5ac034475\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-50-50\">\n\n            <div class=\"col-1\">\n                \n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <h2>Total investment choice<\/h2>\n<h3><span class=\"TextRun SCXW257190152 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW257190152 BCX0\">Our extensive investment range puts you in complete control of your clients\u2019 investments \u2013 no matter what stage <\/span><span class=\"NormalTextRun SCXW257190152 BCX0\">they\u2019re<\/span><span class=\"NormalTextRun SCXW257190152 BCX0\"> at in their investment journey.<\/span><\/span><\/h3>\n<p><span class=\"TextRun SCXW257190152 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW257190152 BCX0\"> A<\/span><span class=\"NormalTextRun SCXW257190152 BCX0\">ccess over 6,000 lines of assets, including 3,500 funds from more than 300 fund managers, plus offshore and onshore, <\/span><span class=\"NormalTextRun SCXW257190152 BCX0\">retail<\/span><span class=\"NormalTextRun SCXW257190152 BCX0\"> and institutional, authorised and non-daily dealt.<\/span><\/span><\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1716\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-scaled.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-scaled.png 2560w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-300x201.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-1024x687.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-768x515.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-1536x1030.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-2048x1373.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-640x429.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-1200x805.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Investments_Wealthtime_Platform-1-1920x1287.png 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"investment-list\" class=\" signposts bg-pattern-1 \" id=\"investment-list\" data-anchor-text=\"Investments List\" data-anchor-link=\"investments-list\">\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-75-35\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Our investment List<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p>Find all the important information about the investments you can access on our platform. See all the charges, types, objectives and relevant yields. Independent ratings and factsheets are also available.<\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"https:\/\/www.noviaonline.co.uk\/ToolsService\/InvestmentList\/fund_list.aspx\" target=\"_blank\" class=\"button white\">Try our investments list<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"519\" height=\"427\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/New-Project-1-1.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/New-Project-1-1.png 519w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/New-Project-1-1-300x247.png 300w\" sizes=\"auto, (max-width: 519px) 100vw, 519px\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"block_930aa6b17d834bbdab4fbc51af63e048\" class=\"tools white \" data-anchor-text=\"Investments\" data-anchor-link=\"investments\" id=\"block_930aa6b17d834bbdab4fbc51af63e048\">\n\n  <div class=\"body-push row\">\n\n    <div class=\"blurb-wrapper\">\n\n      <div class=\"column\">\n\n        \n        \n          <div class=\"content\">\n\n            <h2 id=\"investments\">What&#8217;s available?<\/h2>\n\n          <\/div>\n\n        \n      <\/div>\n\n    <\/div>\n\n    <div class=\"article-replace-section\"><\/div>\n    \n    <div class=\"article-original-section\">\n\n        <div class=\"grid white\" data-column-count=\"4\">\n                        \n                        \n            <div data-href=\"signpost-\" class=\"tools col-span-4\" id=\"tools-id-2\">\n\n                <article id=\"signpost-2\" class=\"tools-post black\">\n\n                    <div class=\"post-wrapper\">\n\n                        <div class=\"post-thumbnail\">\n\n                        \n                            \n                            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2023\/05\/Discrationary-Fund-Managers.svg\" class=\"tools-thumbnail\" alt=\"tools-thumbnail placeholder\" \/>\n\n                        \n                        <\/div>\n\n                        \n                            <h3 class=\"post-title\">DFMs<\/h3>\n\n                        \n                        <span class=\"meta\">\n\n                        <span class=\"blurb\" data-tab-id=\"\" data-mobile-state=\"false\">\n\n                            \n                                <p><span data-contrast=\"auto\">Access any FCA-registered Discretionary Fund Manager (DFM) through our platform.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Our intuitive trading system allows advisers, clients and DFMs to work directly together. DFMs can view a client\u2019s investments online, make investment decisions and carry out transactions quickly and efficiently. They can also use our comprehensive model portfolio tools to tailor investment solutions.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">You agree with the client on the choice of DFM and any charges paid to them.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-investments\/discretionary-fund-managers\/\"><span data-contrast=\"none\">Explore our recommended DFMs &gt;<\/span><\/a><\/p>\n\n                            \n                            \n                        <\/span>\n\n                                                    <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n                        \n                    <\/div>\n\n                <\/article>\n\n            <\/div>\n\n            \n                        \n            <div data-href=\"signpost-\" class=\"tools col-span-4\" id=\"tools-id-3\">\n\n                <article id=\"signpost-3\" class=\"tools-post black\">\n\n                    <div class=\"post-wrapper\">\n\n                        <div class=\"post-thumbnail\">\n\n                        \n                            \n                            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Capital-Gains-Calculator.svg\" class=\"tools-thumbnail\" alt=\"tools-thumbnail placeholder\" \/>\n\n                        \n                        <\/div>\n\n                        \n                            <h3 class=\"post-title\">Guaranteed income<\/h3>\n\n                        \n                        <span class=\"meta\">\n\n                        <span class=\"blurb\" data-tab-id=\"\" data-mobile-state=\"false\">\n\n                            \n                                <p><span data-contrast=\"auto\">Include Guaranteed Income within our SIPP wrapper to provide a secure income to your client\u2019s drawdown portfolio. Usually only offered as part of a traditional annuity or a defined benefit pension, you can now manage a blended income strategy in one place on the Wealthtime platform.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/secure-lifetime-income-sli-guide\/\"><span data-contrast=\"none\">Read our guide here &gt;<\/span><\/a><\/p>\n\n                            \n                            \n                        <\/span>\n\n                                                    <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n                        \n                    <\/div>\n\n                <\/article>\n\n            <\/div>\n\n            \n                        \n            <div data-href=\"signpost-\" class=\"tools col-span-4\" id=\"tools-id-4\">\n\n                <article id=\"signpost-4\" class=\"tools-post black\">\n\n                    <div class=\"post-wrapper\">\n\n                        <div class=\"post-thumbnail\">\n\n                        \n                            \n                            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/With-Profits.svg\" class=\"tools-thumbnail\" alt=\"tools-thumbnail placeholder\" \/>\n\n                        \n                        <\/div>\n\n                        \n                            <h3 class=\"post-title\">With Profits<\/h3>\n\n                        \n                        <span class=\"meta\">\n\n                        <span class=\"blurb\" data-tab-id=\"\" data-mobile-state=\"false\">\n\n                            \n                                <p><span data-contrast=\"auto\">With Profits are a medium to long-term investment offering the opportunity for growth, while helping investors benefit from greater consistency of returns through a mechanism called \u2018smoothing\u2019.\u202f\u202f<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">They\u2019re typically made up of a mix of high and low-risk assets including UK and international equities, bonds, property, and cash. Smoothing works by applying returns to the fund steadily over time. This means, in periods of good market performance, some of the returns may be held back, and then applied during periods of poorer market performance to help cushion falls.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.wesleyan.co.uk\/intermediaries\/resources\"><span data-contrast=\"none\">Learn more about Wesleyan\u2019s With Profits Fund &gt;<\/span><\/a><\/p>\n\n                            \n                            \n                        <\/span>\n\n                                                    <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n                        \n                    <\/div>\n\n                <\/article>\n\n            <\/div>\n\n            \n                        \n            <div data-href=\"signpost-\" class=\"tools col-span-4\" id=\"tools-id-5\">\n\n                <article id=\"signpost-5\" class=\"tools-post black\">\n\n                    <div class=\"post-wrapper\">\n\n                        <div class=\"post-thumbnail\">\n\n                        \n                            \n                            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2023\/05\/Model-Portfolios.svg\" class=\"tools-thumbnail\" alt=\"tools-thumbnail placeholder\" \/>\n\n                        \n                        <\/div>\n\n                        \n                            <h3 class=\"post-title\">ETFs<\/h3>\n\n                        \n                        <span class=\"meta\">\n\n                        <span class=\"blurb\" data-tab-id=\"\" data-mobile-state=\"false\">\n\n                            \n                                <p><span data-contrast=\"auto\">Exchange-Traded Funds (ETFs) offer the benefits of a collective investment fund while trading like a share on a stock exchange.\u202f<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Our platform supports fractional trading. You can purchase ETFs down to a value of 0.0001 of a unit. This is particularly useful for smaller investment amounts and regular investments. You can access hundreds of ETFs that are available on the London Stock Exchange (LSE) from a variety of different providers.<\/span><\/p>\n\n                            \n                            \n                        <\/span>\n\n                                                    <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n                        \n                    <\/div>\n\n                <\/article>\n\n            <\/div>\n\n            \n                        \n            <div data-href=\"signpost-\" class=\"tools col-span-4\" id=\"tools-id-6\">\n\n                <article id=\"signpost-6\" class=\"tools-post black\">\n\n                    <div class=\"post-wrapper\">\n\n                        <div class=\"post-thumbnail\">\n\n                        \n                            \n                            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2023\/05\/Top-up_GREEN.svg\" class=\"tools-thumbnail\" alt=\"tools-thumbnail placeholder\" \/>\n\n                        \n                        <\/div>\n\n                        \n                            <h3 class=\"post-title\">Passive Investments<\/h3>\n\n                        \n                        <span class=\"meta\">\n\n                        <span class=\"blurb\" data-tab-id=\"\" data-mobile-state=\"false\">\n\n                            \n                                <p><span class=\"NormalTextRun SCXW205152739 BCX0\">Access a broad and varied array of passive investments on our platform. These range from tracker funds managed by large and\u202fwell-known\u202finvestment houses and smaller boutiques to Exchange Traded Funds (ETFs) from some of the world\u2019s biggest providers. These investments can play\u202f<\/span><span class=\"NormalTextRun SCXW205152739 BCX0\">an important role<\/span><span class=\"NormalTextRun SCXW205152739 BCX0\">\u202ffor\u202fyou\u202fand\u202fyour\u202fclients\u202fwhen constructing\u202ftheir investment strategy and\u202fportfolio.<\/span><\/p>\n\n                            \n                            \n                        <\/span>\n\n                                                    <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n                        \n                    <\/div>\n\n                <\/article>\n\n            <\/div>\n\n            \n                        \n            <div data-href=\"signpost-\" class=\"tools col-span-4\" id=\"tools-id-7\">\n\n                <article id=\"signpost-7\" class=\"tools-post black\">\n\n                    <div class=\"post-wrapper\">\n\n                        <div class=\"post-thumbnail\">\n\n                        \n                            \n                            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/Guarenteed-Income.svg\" class=\"tools-thumbnail\" alt=\"tools-thumbnail placeholder\" \/>\n\n                        \n                        <\/div>\n\n                        \n                            <h3 class=\"post-title\">Share dealing<\/h3>\n\n                        \n                        <span class=\"meta\">\n\n                        <span class=\"blurb\" data-tab-id=\"\" data-mobile-state=\"false\">\n\n                            \n                                <p><span data-contrast=\"auto\">Our share dealing service gives you full access to all the equities traded on the London Stock Exchange (LSE). You can complete trades in real-time online and over the phone.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">We use our highly experienced and respected stockbroking partner, Stocktrade, to provide this service. Equities and other stock exchange traded products can only be traded via the Stockbroker Account when we can source a price via our data provider. When a price cannot be sourced, the dealing party may be asked to sell the holding and we will contact them with this information as soon as possible.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">For more information, view our\u202f<\/span><a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/stocktrade-adviser-guide\/\"><span data-contrast=\"none\">Stocktrade guide. <\/span><\/a><span data-contrast=\"auto\">Download Stocktrade application forms and other documents from our\u00a0<\/span><a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/\"><span data-contrast=\"none\">document library.<\/span><\/a><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/trade.stocktrade.co.uk\/novia\/client\/app\/login\"><span data-contrast=\"none\">Log in to Stocktrade &gt;<\/span><\/a><\/p>\n\n                            \n                            \n                        <\/span>\n\n                                                    <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n                        \n                    <\/div>\n\n                <\/article>\n\n            <\/div>\n\n            \n                        \n            <div data-href=\"signpost-\" class=\"tools col-span-4\" id=\"tools-id-8\">\n\n                <article id=\"signpost-8\" class=\"tools-post black\">\n\n                    <div class=\"post-wrapper\">\n\n                        <div class=\"post-thumbnail\">\n\n                        \n                            \n                            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2023\/05\/Structured-Products.svg\" class=\"tools-thumbnail\" alt=\"tools-thumbnail placeholder\" \/>\n\n                        \n                        <\/div>\n\n                        \n                            <h3 class=\"post-title\">Structured Products<\/h3>\n\n                        \n                        <span class=\"meta\">\n\n                        <span class=\"blurb\" data-tab-id=\"\" data-mobile-state=\"false\">\n\n                            \n                                <p><span data-contrast=\"auto\">Access Structured Products from a range of providers through our platform. We\u2019ve teamed up with an array of highly respected institutions to offer a diverse range of products.\u202f<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Following compliance checks, we\u2019ll work with any institution if it\u2019s operationally possible.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Please be aware that Wealthtime is independent of any provider.<\/span><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-investments\/structured-products\/\">Click here to see our full list of structured products.<\/a><\/p>\n<p><a class=\"button\" href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-investments\/structured-products\/\">Click here<\/a><\/p>\n\n                            \n                            \n                        <\/span>\n\n                                                    <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n                        \n                    <\/div>\n\n                <\/article>\n\n            <\/div>\n\n            \n                        \n            <div data-href=\"signpost-\" class=\"tools col-span-4\" id=\"tools-id-9\">\n\n                <article id=\"signpost-9\" class=\"tools-post black\">\n\n                    <div class=\"post-wrapper\">\n\n                        <div class=\"post-thumbnail\">\n\n                        \n                            \n                            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Editable-Client-Reports-Illustrations.svg\" class=\"tools-thumbnail\" alt=\"tools-thumbnail placeholder\" \/>\n\n                        \n                        <\/div>\n\n                        \n                            <h3 class=\"post-title\">Model Portfolios<\/h3>\n\n                        \n                        <span class=\"meta\">\n\n                        <span class=\"blurb\" data-tab-id=\"\" data-mobile-state=\"false\">\n\n                            \n                                <p><span class=\"NormalTextRun SCXW226677763 BCX0\">Construct and amend unlimited model portfolios on our platform \u2013 then use them instantly. Asset allocations and investment composition can be changed at any time for one or all model portfolios, providing welcome flexibility without any switching charges. If an established model portfolio is\u00a0<\/span><span class=\"NormalTextRun SCXW226677763 BCX0\">appropriate for<\/span><span class=\"NormalTextRun SCXW226677763 BCX0\">\u00a0a new client, this can be selected online and the application pre-populated with the\u00a0<\/span><span class=\"NormalTextRun SCXW226677763 BCX0\">appropriate mix<\/span><span class=\"NormalTextRun SCXW226677763 BCX0\">\u00a0of investments.<\/span><\/p>\n\n                            \n                            \n                        <\/span>\n\n                                                    <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n                        \n                    <\/div>\n\n                <\/article>\n\n            <\/div>\n\n            \n        <\/div>\n\n    <\/div>\n\n    \n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"Simplified-portfolio-management\" class=\" signposts black \" id=\"Simplified-portfolio-management\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-75-35\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Simplified portfolio management<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p>Construct and amend unlimited model portfolios online \u2013 then use them instantly. Our portfolio management tools make it easy to create, evaluate and improve performance of your model portfolios.<\/p>\n\n                    <\/div>\n\n                \n                \n            <\/div>\n\n            \n        <\/div>\n\n        \n            <div class=\"grid signpost-row grid-cols-4 transparent\">\n\n                \n                    \n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/03\/Wipro-Launch-icons-v2-01.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Construct and amend model portfolios online                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><span data-contrast=\"auto\">Full administrative control to construct and amend model portfolios online. Set up an unlimited number of portfolios for different risk profiles and use them instantly.<\/span><\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/03\/Wipro-Launch-icons-v2-03.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Evaluate portfolios quickly and easily                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><span data-contrast=\"auto\">Quickly check historic performance and risk measures. Compare against the market and use PDF reports in presentations and submissions to clients.<\/span><\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/03\/Wipro-Launch-icons-v2-05.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Deep dive into your clients\u2019 portfolios                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><span data-contrast=\"auto\">Delve into your clients\u2019 portfolios to see their cash flow and rate of return. See how investments are performing and measure the success of switching strategies<\/span><span data-contrast=\"auto\">.<\/span><\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/03\/Wipro-Launch-icons-v2-04.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Find the right funds for your clients                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><span data-contrast=\"auto\">Filter through hundreds of funds to find the most suitable investments for your clients. Run portfolio scans, comparison reports and chart selected funds.<\/span><\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n            <\/div>\n\n            \n\n\n                \n            \n                <div class=\"cta-btn-wrap button-wrapper\">    \n                    \n                    \n                    <a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/\" target=\"_self\" class=\"button white\">Discover our tools<\/a>\n            \n                <\/div>\n\n            \n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"governance\" class=\" signposts white \" id=\"governance\" data-anchor-text=\"Governance\" data-anchor-link=\"governance\">\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-50-50\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Governance<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <h3><strong>Corporate actions<\/strong><\/h3>\n<p><span class=\"TextRun SCXW43154617 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW43154617 BCX0\">From time-to-time<\/span><span class=\"NormalTextRun SCXW43154617 BCX0\">, <\/span><span class=\"NormalTextRun SCXW43154617 BCX0\">investments <\/span><span class=\"NormalTextRun SCXW43154617 BCX0\">held through our platform may<\/span><span class=\"NormalTextRun SCXW43154617 BCX0\"> undergo some material changes known as <\/span><span class=\"NormalTextRun SCXW43154617 BCX0\">\u2018C<\/span><span class=\"NormalTextRun SCXW43154617 BCX0\">orporate actions<\/span><span class=\"NormalTextRun SCXW43154617 BCX0\">\u2019<\/span><span class=\"NormalTextRun SCXW43154617 BCX0\">.<\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n<h5><span class=\"TextRun SCXW43154617 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW43154617 BCX0\">Common types can include:<\/span><\/span><\/h5>\n<ul>\n<li><span class=\"TextRun SCXW43154617 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW43154617 BCX0\">Fund closures<\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW43154617 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW43154617 BCX0\">Soft closures<\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW43154617 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW43154617 BCX0\">Mergers<\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW43154617 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW43154617 BCX0\">Dilution levy <\/span><\/span><\/li>\n<li>Asset suspension<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h5>See our useful guides relating to Corporate actions below:<\/h5>\n\n                    <\/div>\n\n                \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"2250\" height=\"1501\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6.png 2250w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-300x200.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-1024x683.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-768x512.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-1536x1025.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-2048x1366.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-640x427.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-1200x801.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-1920x1281.png 1920w\" sizes=\"auto, (max-width: 2250px) 100vw, 2250px\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n        \n            <div class=\"grid signpost-row grid-cols-3 black\">\n\n                \n                    \n<a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/process-for-suspended-assets\/\" target=\"_self\">\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Risk-Profiler.svg\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Security of client money &#038; assets                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>We\u2019ve produced a quick guide to help you understand how your client\u2019s money and assets are protected when they invest via our platform.<\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button white\">\n                        \n                        Download process                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n                \n                    \n<a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/process-for-suspended-assets\/\" target=\"_self\">\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Performance-Risk-Charting-1.svg\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Suspended assets process                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Liquidity issues with some assets may result in suspensions. In this document, we explain the impact on trading processes and the options available to you.<\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button white\">\n                        \n                        Download process                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n                \n                    \n<a href=\"https:\/\/www.noviaonline.co.uk\/ToolsService\/CorpAct\/cActions.aspx\" target=\"_self\">\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Editable-Client-Reports-and-Illustrations.svg\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Corporate actions list                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>New corporate actions will be emailed to you with the relevant details, or you can find all recent corporate actions in the\u202fBusiness Dashboard\u202fof the platform.<\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button white\">\n                        \n                        View Corporate actions                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n                \n            <\/div>\n\n            \n\n\n                \n            \n        \n\n        \n    <\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"<p><span class=\"excerpt_part\">&#8230;as corporate actions. Common types can include fund closures, soft closures, mergers, a dilution levy or <strong>asset suspension<\/strong>. You can find a full list of recent corporate actions in the&#8230;<\/span><\/p>\n","protected":false},"author":5,"featured_media":0,"parent":246,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3520","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealthtime Investments - Advisers<\/title>\n<meta name=\"description\" content=\"Find all the important information and factsheets about the investments you can access on the Wealthtime platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-investments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealthtime Investments - 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