Equus - The Investment Solution from Grayside
When it comes to our health, we like to know that we're in the best possible hands. Which is why Grayside has created Equus, the online investment solution that brings all your funds into one easy-to-manage structure - and puts you back in control. With Equus, you will benefit from leading edge technology, expert investment analysis, independent financial advice and transparent charging. Everything you need, in fact, to promote and maintain the health of your investments.
Existing users please click here for access to your investments.
Equus - The benefits at a glance
- Portfolio management via a single investment solution
- Online access to investment information 24 hours a day, 365 days a year.
- Quarterly fund rebalancing and reviews
- Quarterly Investment Reports containing an economic review and market data
- Quarterly fund fact sheets detailing investment performance against a selected benchmark
- The ability to switch between investment portfolios free of charge should your goals and aspirations change
- Option to buy and sell between investment accounts
- The ability to consolidateother investments into a single, structured and defined strategy
- Consolidated reports to make your tx return easier
- A clear transaction history showing all costs and charges
The Technology Behind Equus
The technological platform for Equus is provided by Nucleus Financial Group. Founded in 2006, Nucleus was established for Independent Financial Advisers such as Grayside as a means of providing investors with groundbreaking levels of service, value and transparency.
Your Equus investment and management information will be available for you to access 24 hours a day, 365 days a year via the Nucleus password protected online portal in order to provide you with full details of your investment holdings. Once you have been given your password, please click the link above to access this facility.
Keeping our fingers firmly the pulse
The freedom to select assets that are right for you lies at the heart of Equus. We have access to over 160 leading UK investment houses, which between them anage more thatn 2,200 individual funds. To give you the greatest possible benefit from these funds, we have created eight Grayside Model Investment Portolios. Of these, five are geared towards the potential for growth with the remaining three optimised for income. We will help you select a portfolio suitable for your personal attitude to investment risk.
Naturally, the best investment decisions are based on the best information. Following careful due diligence and screening, Grayside appointed Rayner Spencer Mills (RSM) to provide specialist consulting and research services, and to monitor our model portfolios through formal quarterly reviews.
Quite simply, Grayside has designed the Equus investment solution to build upon the foundations we have already established. This will enable us to create and review an investment strategy which will meet your future goals and aspirations for many years to come. The combination of the quarterly investment reviews, online information and most importantly, regular contact with your Grayside adviser, will ensure that our ongoing service to you is always aligned to your individual needs and objectives.
Further Information
For further information about Equus, please contact us via one of the links to the right in order to arrange a meeting. Please also see the PDF of our more detailed Equus Brochure here.