Investment management
Since 2004.
Loyal North’s investment management capability is delivered in affiliation with Fusion Asset Management — an FCA-regulated investment manager established in 2004, with a discretionary managed portfolio service (MPS) available to financial advisory firms across the UK.
Institutional foundations
Fusion Asset Management was established in 2004 as an FCA-regulated institutional investment manager, created to deliver disciplined, risk-managed investment strategies to professional and institutional clients. From the outset, the firm specialised in protective approaches to portfolio construction — running mandates across credit relative value, multi-asset volatility, tail-risk strategies, currency overlays and hedging programmes for asset managers, banks and other institutional counterparties.
In 2016, Fusion extended its scope to discretionary portfolio management for UK retail clients, bringing the same institutional approach — disciplined risk management, drawdown awareness, and evidence-led portfolio construction — to the adviser market.
Fusion now focuses solely on managing a range of model portfolios which UK advisers recommend to their clients.
Fusion’s institutional strategies have been tested across two decades of major market events — including the 2008 financial crisis, the 2020 COVID drawdown, and the 2022 inflation and interest-rate shock — periods when emphasis on drawdown discipline and protective positioning came to the fore.
The Fusion managed portfolio service
Each is built around the same core investment philosophy, while employing different methodologies and implementation styles, including active, passive and ethical solutions, allowing advisers to align portfolios with individual client needs and preferences.
Available across the UK adviser market
Fusion’s MPS is available to financial advisers across the UK — on multiple adviser platforms — and currently serves as the investment option on JustFA. The proposition remains the same regardless of the advisory firm’s preferred platform or where clients sit: delivering institutional-quality discretionary portfolio management through a documented investment process and supported by a dedicated team.
Fusion serves Loyal North’s own advisory firms alongside a growing number of independent advisory firms across the UK via the JustFA platform.
Learn more
Fusion Asset Management has its dedicated team, operating independently of Loyal North’s advisory business. For financial advisory firms interested in evaluating Fusion’s MPS — portfolio detail, performance history, methodology and commercial terms — please visit the Fusion website.