Hymans Robertson Investment Services (HRIS) is a discretionary fund manager (DFM) specialising in model portfolio services for UK financial advice firms.
We work with a select number of adviser partners, bringing institutional rigour, operational resilience and differentiated investment propositions to the advised retail market.
Our parent company, Hymans Robertson, is one of the UK’s leading independent consultancies, and we draw on over a century of their investment expertise to deliver better outcomes for advisers and their clients.
Commenting on the interest rate decision from the Bank of England today, William Marshall, Chief Investment Officer, Hymans Robertson Investment Services (HRIS) says: “Despite inflation accelerating again over the past couple of months, and reaching 3.1% in August, the Monetary Policy Committee’s decision to hold today makes sense. Given recent increases in oil and gas […]
If you asked ten advisers what the retirement conversation is really about, none of them would say asset allocation. It’s something much more human than that. Will I be alright? Have I got enough? Can I stop working? Will there be something left for the children? The industry has poured a lot of energy into […]
The FCA’s retirement income thematic review took a close look at how firms evidence suitability in decumulation. Two areas it flagged as varying widely from firm to firm were cashflow modelling and stress-testing. Add Consumer Duty on top of that, with its expectation to avoid foreseeable harm and deliver good outcomes, and it’s a good […]
Most advisers can picture the moment. A client sitting across the table from you, maybe a year or two out from retirement. You’ve talked them through the fact-find, the risk profile, the recommended portfolio. Everything is documented, everything is signed off. Then, quite often near the end, they ask the question they came in with […]
When markets fall sharply, moving to cash feels like the best option. But the evidence tells a different story.Analysis of global equity markets from 1995 to 2025 shows that a £10,000 investment left fully invested would have grown to approximately £120,000 – an annualised return of 8.7%. Miss just the 30 best trading days over that period, and the same investment is worth around £33,000. That's the cost of trying to time the market.
When markets fall, moving to cash feels like the best option. But the evidence tells a different story.
With the World Cup underway, what can great team selection teach us about diversification and robust portfolio construction?
When markets dip, clients want to act. Here's why staying invested tends to be the smarter play.
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