Company Performance Metrics
Five Horizons is a discretionary wealth manager that uses a digital platform to manage investment portfolios for private clients and financial advisers. The firm offers a managed portfolio service built around five risk levels, ranging from defensive to global equity, aligned to simple equity and bond benchmarks. Portfolios can be configured to
target growth, income or responsible investment objectives, using collective funds and a global asset allocation approach. Five Horizons provides model, model premium and bespoke services for advisers, and core and bespoke services for direct clients, with access via its own platform and selected third-party platforms. The business focuses on maintaining diversified portfolios, making tactical adjustments when needed, and reporting through online portals, factsheets and investment insights.
