Hymans Robertson Investment Services

Hymans Robertson Invesment Services (HRIS) provide an exclusive, institutional-quality model portfolio service, delivering robust and distinctive model investment propositions for a select number of UK financial advice firms.

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How HRIS can help

We aim to bring a higher standard of service, institutional rigour, operational resilience, and ultimately better investment outcomes to the UK advised retail market.

Hymans Robertson Investment Services (HRIS) is part of the Hymans Robertson group.

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Why HRIS?

Advisers can take comfort that their model portfolios are being managed and administered to best practice institutional standards, benefiting from our extensive in-house resources.

Our long-term, evidence-based institutional investment approach is predictable, robust and stands up to scrutiny. Each model portfolio is tested with thousands of economic scenarios, using our Economic Scenario Services (ESS) model.

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We only work with a select number of advice firms to provide an exclusive, and dedicated, service.

This means we can provide meaningful, long-term, partnership support. Our service proposition is tailored to the needs of each client firm, allowing us to focus on the areas which deliver most value.  

We aim to deliver high quality model portfolios at a lower cost than our competitors.

Competitive pricing is secured by accessing the scale associated with the Hymans Robertson group. We often negotiate fund price discounts of 25% or more – savings that can then be made available to your clients within your HRIS model portfolios.

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We chose to work with HRIS because of the bespoke services they provide whilst having the institutional backing of Hymans Robertson. The solution has allowed us to continue to keep our clients happy and we hope our strong relationship continues.
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Claude Carletide Partner at Chantler Kent Investments