Guiding your investments with clarity, discipline, and trust

6 reasons to trust Crossing Point with your MPS investment mandate

Benefit from modest fees and low-cost funds in order to keep more of your returns.

Costs & Charges

Our investment portfolios are actively managed to outperform over market cycles and deliver consistent, risk-adjusted returns.

One of the greatest influences on long-term performance is the cost of running a portfolio. Since the introduction of MiFID II, cost transparency and awareness have become increasingly important when evaluating a discretionary fund management (DFM) solution for clients.

For our passive portfolios, we use only low-cost tracker funds to achieve broad market exposure as efficiently as possible. In our other portfolios, we combine these cost-effective passive funds with carefully selected active strategies where we believe they can deliver attractive returns or strong value for money within their sectors. Our due diligence also considers the impact of one-off charges, transaction costs, and ongoing fees across all holdings.

To further reduce expenses for your clients, we actively manage our own costs to keep our fees highly competitive.

By combining low management fees, strategic use of low-cost instruments, and targeted inclusion of high-quality active funds where appropriate, we offer a modern and efficient approach to accessing global markets.

Tomiko Evans

Chief Investment Officer

"At Crossing Point we believe high performance does not have to come at a high cost. An efficient, modern, rigorously tested approach allows us to deliver our service in a transparent, highly competitive package."

Adviser Support

We work closely with independent financial advisers and strategic partners.

Our outreach includes:

  • Regular performance reports

  • Thought leadership and blogs

  • Semi-annual adviser updates

  • Tailored support and co-branded materials

We look forward to supporting your business.