Enhanced Investment
Capability for AMAFA Advisers

IN PArtnership With Human Financial

AMAFA has partnered with Human Financial to strengthen the investment capability available to its adviser network.

Through this partnership, AMAFA advisers gain access to specialist investment expertise, portfolio solutions and ongoing investment support.

Why This Matter For Advisers

Stronger portfolios. Better adviser support. Greater client confidence.

Specialist Investment Expertise

Access to specialist portfolio expertise and practical investment support.

Portfolio Solutions

Well-researched, diversified portfolio solutions.

Ongoing Support

Practical investment support when you need it.

Greater Client Confidence

Better outcomes and greater client confidence.

Specialist Investment Expertise

Access to specialist portfolio expertise and practical investment support.

Portfolio Solutions

Well-researched, diversified portfolio solutions.

Ongoing Support

Practical investment support when you need it.

Greater Client Confidence

Better outcomes and greater client confidence.

Specialist Investment Expertise

Access to specialist portfolio expertise and practical investment support.

Portfolio Solutions

Well-researched, diversified portfolio solutions.

Ongoing Support

Practical investment support when you need it.

Greater Client Confidence

Better outcomes and greater client confidence.

AMAFA-Led Investment Oversight

AMAFA-Led Investment Oversight

This partnership provides AMAFA advisers with access to additional portfolio expertise and structured portfolio solutions, without restricting adviser flexibility or changing how advisers operate within the AMAFA framework.

AMAFA retains full control over APL oversight, Investment Committee decisions, adviser compliance standards and model portfolio approval.

APL Oversight

Investment Committee Decisions

Adviser Compliance Standards

Approval of Model Portfolios

AMAFA-Led Investment Oversight

AMAFA-Led Investment Oversight

This partnership provides AMAFA advisers with access to additional portfolio expertise and structured portfolio solutions, without restricting adviser flexibility or changing how advisers operate within the AMAFA framework.

AMAFA retains full control over APL oversight, Investment Committee decisions, adviser compliance standards and model portfolio approval.

APL Oversight

Investment Committee Decisions

Adviser Compliance Standards

Approval of Model Portfolios

Specialist Support Available to AMAFA Advisers

Model Portfolios

Access a range of well-researched model portfolios.

Portfolio Construction Support

Support to build robust, diversified portfolios.

Investment Committee Insights

Regular insights from experienced investment professionals.

Adviser Education

Timely education and market updates.

Ongoing Support

Continued support from the AMAFA and Human Financial teams.

Model Portfolios

Access a range of well-researched model portfolios.

Portfolio Construction Support

Support to build robust, diversified portfolios.

Investment Committee Insights

Regular insights from experienced investment professionals.

Adviser Education

Timely education and market updates.

Ongoing Support

Continued support from the AMAFA and Human Financial teams.

Model Portfolios

Access a range of well-researched model portfolios.

Portfolio Construction Support

Support to build robust, diversified portfolios.

Investment Committee Insights

Regular insights from experienced investment professionals.

Adviser Education

Timely education and market updates.

Ongoing Support

Continued support from the AMAFA and Human Financial teams.

Through Human Financial, AMAFA advisers have access to specialist investment leadership, portfolio expertise and day-to-day adviser support.

Angus Sippe

Chief Investment Officer

Angus is Chief Investment Officer of Human Financial and leads the development of investment strategies and portfolio design. He brings 20+ years of investment management experience, including senior multi-asset portfolio roles at Schroders.

Ateeth A Rungta

Head of Distribution

Ateeth leads Human Financial’s Distribution function, providing support and service for financial advisers. He brings 25+ years of financial services experience and is the day-to-day contact for education, support and access to portfolio solutions.