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Multi-asset Solutions for Advisers

Investing with a trusted partner

Three key challenges for advisory businesses

From the Retail Distribution Review to Consumer Duty, regulatory requirements have grown. Advisers must now evidence suitability, value for money, and client-centricity with greater rigour
Regulation
With increasing pressure on margins, firms are seeking ways to streamline operations, reduce administrative burdens, and scale effectively
Efficiency
Delivering consistent, compelling outcomes for clients is essential to provide peace of mind to their clients
Outcomes

Our Multi-asset solutions

Our comprehensive multi-asset toolkit for financial advisers provides a wide range of solutions to seek to meet various risk-return objectives, either designed for you or designed with you.

We cover growth, income, and ESG offerings within our Multi-Index Fund range or our Model Portfolio Service.

Or, for a bespoke multi-asset offering, we provide tailored multi-asset centralised investment proposition solutions to help you review and rebalance underlying funds, manage overall asset allocation, or enhance your models.

MPS

L&G Model Portfolio Service

Bringing together our award-winning multi-asset capabilities and leading index expertise for a cost-effective and scalable offering. Navigate our service with the help of our interactive tools. Check out our MPS navigator and select a strategy, risk profiler, and model portfolio to create a bespoke investment illustration tailored for your client.

Unitised Funds

L&G Multi-Index Funds

Our Multi-Index funds are dynamically managed, risk-targeted solutions, designed to target investors’ specific risk profiles. Using index building blocks means that fund managers can achieve wide-ranging diversification while ensuring low costs and fair pricing.*

*It should be noted that diversification is no guarantee against a loss in a declining market.

 

Why L&G for Multi-asset?

To grow their businesses, we’ve seen advisers move away from product-led relationships over the years and towards investment partnerships. We’re here for it.

L&G is a trusted, global investor with a history of putting its clients first. We believe that asset managers like us shouldn’t simply construct portfolios to meet generalised long-term needs but work with advisers to help them build resilient businesses that align with their individual priorities and goals. With nearly 200 years of insurance history and a deep understanding of markets, L&G has become an expert in managing risk. This is the solid experience from which we can draw to provide solutions for your clients.

We’re one of the largest asset managers in the UK, with £1.117 trillion in AUM* and over £100 billion in multi-asset solutions. This allows us to drive efficiencies with our size and scale. It also means that our Asset Allocation team can construct robust portfolios using institutional expertise and capability from across L&G’s business to seek to create best-in-class investment solutions.

Pair this with our 35-year track record in multi-asset investing, and you start to build a picture of how we’ve been able to enhance the investments – and help manage operational and commercial risks – of more than 2,700 advisers in the UK as their operations have grown.

*Source: L&G, global AUM as at 30 June 2025. Excludes assets managed by associates (Pemberton, NTR, BTR). The AUM includes the value of securities and derivatives positions and may not total due to rounding.

£110 billion

Multi Asset AUM by the Asset Allocation team**

2,700+

Financial adviser firms

48

Years experience in multi-asset investing

**Source: L&G’s Asset Management business internal data as at 30 June 2025. The AUM includes the value of securities and derivatives positions. It excludes Joint Ventures and Associates and others and may not total due to rounding.

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Contact us

Anthony Teare

Antony Teare

Head of Regional Sales - London, South East & East Anglia

Daniel Neep

Daniel Neep

Key Account Manager – Northern England

Phillip Harrison

Phillip Harrison

Key Account Manager – South West

Milan Narine

Millan Narine

Regional Account Manager – Scotland, North and Midlands

Adam Moore

Adam Moore

National Account Manager

Get in touch

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Get in touch

If you would like any further information please complete the contact us form. 

*Source: L&G internal data as at 30 June 2025. Includes assets from associates and is based on managed AUM, including £2.7bn from multi-asset strategies.

Key risks

The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from L&G's Fund Centres.

While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.