iGuard – a new way of thinking
iGuard is the partnership of a number of leading financial institutions: Guardian Wealth Management which provides advice and planning; Smart Investment Management (SIM) and Optimus Capital LLP who are our expert discretionary investment managers; and Praemium who provide the technology to make financial planning easy, simple and portable. Together the iGuard wealth management solution gives you a truly innovative and modern way to manage your clients’ money at a fraction of the cost of traditional private banking.
The iGuard suite of investment solutions includes:
- The iGuard Platform – A range of ten defined-risk portfolios
- The iGuard Smartfunds (Unprotected) – A range of three risk graded funds, available across three currencies
- The iGuard Smartfund Protected Range – A range of three risk graded funds with a protection component, available across three currencies
Click on the links below to find out more about the investment approach and the different iGuard investment solutions. In addition to marketing brochures, factsheets and updates from the Investment Team you will also find useful information and documents to help you select the right solution for your client. You can also access the documents you require to open accounts for your clients.
|iGuard Brochures and Portfolio Information|
|ATR Questionnaires & iGuard Risk Mapping||More information|
|Platform Application Documentation||More information|
|iGuard Model Portfolios (platform only)||More information|
|iGuard Smartfunds (Unprotected)||More information|
|iGuard Smartfund 80% Protected Range||More information|
|iGuard News and Views||More information|
|WealthCraft Support Material||More information|