Discretionary Investment Managers for advisers who want better outcomes for their clients

From low-cost passive portfolios to cutting-edge trend-following strategies, we’re redefining what modern portfolio management can deliver.

Evidence-based. Risk-aware. Low-cost.

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What makes us different?

Solution-focused portfolios

Six distinct investment strategies from low-cost passive tracking to trend-informed risk management - designed for specific client outcomes and needs.

Evidence-based approach

Built on years of rigorous academic research, backtesting, and innovative technology - not hunches or market speculation.

Our own Consumer Duty ratios, economic indicators, and trend-following algorithms that actively manage risk beyond traditional asset allocation.

Innovation and technology

Award-winning reporting

Winner of the CityWire Adviser Choice Award in 2025 for the Best Reporting

Competitive pricing with transparency

We offer competitive prices with clear fee structures and reporting that makes your due diligence easy.

Comprehensive adviser support

Trade updates, due diligence templates, market intelligence, factsheets and quarterly reports.

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Our outcome focused investment strategies

Who we partner with

We partner with advisers who are looking to provide cost-efficient, evidenced-based solutions for their clients.

We support independent financial advisers and planning firms looking for:

Enhanced passive portfolios
Blended portfolios with the best of active and passive
Solutions that actively address sequencing risk in decumulation
A reliable partner for centralised retirement propositions
Portfolios designed for socially responsible investors
Access to investment trust portfolios for clients with a higher risk tolerance
Consistent, transparent communication backed by data

Why advisers choose us

“We're proud to partner with Crossing Point because of their commitment to professionalism, strong performance, and competitive pricing. Their outstanding support and communication are truly unmatched.”
Ceri James, Aurum Wealth
“As an IFA, I chose to partner with Crossing Point because their actively monitored passive portfolios give my clients real value, combining low cost with strong oversight. Their support is transparent, efficient, and compliance-friendly, which frees me to focus on what I do best: building lasting client relationships.”
Phil and Norman Evans, Tailored Financial Advice Ltd
“I partnered with Crossing Point because they make investment management simple, transparent, and compliant. Their support team is responsive and knowledgeable, which allows me to spend more time with clients rather than worrying about administration.”
Phil Johnson, Estate Capital