Seven Rivers: Designed to Deliver Value for Clients
Seven Rivers: Designed to Deliver Value for Clients
We were delighted to see that Citywire New Model Adviser article highlights Smith & Pinching as standout fund managers.
It takes a close look at the performance of in-house fund ranges across the advice profession. Among the 25 in-house fund providers reviewed, our Seven Rivers fund performance came out top (as an average across the range). We are of course very proud, but, more importantly, it demonstrates the care and thinking behind how we have structured the funds for our clients.
While performance like this is sure to catch attention, we believe this is only one part of the investment story. Markets move, performance rankings change, but what doesn’t is our team’s commitment to doing the right thing for our clients, every step of the way.
The Smith & Pinching Seven Rivers range was designed with client focus at its core. It allows us to:
- Lower investment costs by cutting out unnecessary layers, ensuring more of our clients’ money stays invested.
- Reduce trading activity, helping to minimise transaction costs and improve tax efficiency.
- Widen the investment universe, giving us access to a broader set of tools to build diversified, resilient portfolios.
These are fundamental pillars which are not dependent on short-term movement.
It is validating to be identified by independent external analysis, which acknowledges the effectiveness of our approach, but recognition is simply a by-product of a bigger goal: making sure every client’s money is working hard, with a strategy that’s aligned to their plan, values and aspirations.
Smith & Pinching will continue to refine and evolve our Seven Rivers fund range as markets fluctuate, technology improves, and client needs evolve. The primary focus remains the same: value, clarity, and doing what’s right.
If you would like to find out more, please contact us below or speak with your adviser.
Call 01603 789966
