In Partnership > Our Services > Your business your way > RIWM
Russell Investments Wealth Management
Focus on a strong partnership to benefit your clients and your business
Working to understand what matters to your clients - Delivering integrated advice
> Helping people achieve their goals - and adapting as their needs change
> Meeting regulatory requirements
> Building a business
It’s important work. But it’s not easy. That’s why we’ve introduced Russell Investments Wealth Management.

It’s the restricted service from In Partnership and Russell Investments that delivers you a total solution that will benefit your clients and your business. Using the Russell Investments Wealth Management service will de-risk your business and also bring a host of additional benefits.

If you’re looking to grow your business, take advantage of Russell Investments’ premium, co-branded marketing collateral. If you want a slicker, more efficient back office, you’ll find our tailored version of Intelligent Office available. And when you want to retire, the client transfer programme will help you pass your clients on to a like-minded adviser – and deliver security for your own future.
Enhanced client experience
The Russell Investments Wealth Management service is designed to help you help your clients. That’s why we’ve developed a suite of products, services and tools to help you give your clients the best possible experience.

A proven process for client satisfaction
Developed, tested and refined through decades of experience with advisers, the Russell Investments Wealth Management process is designed to help your clients achieve the outcomes they require.

Strategies to help clarify client goals
Understanding what clients want from their future is an art that goes beyond the fact find. Our Vision Document, will help you find out what really matters to each of your clients – so you can build a plan to take them there.

A roadmap for future engagement
Client review meetings are key to building strong relationships. Russell Investments Wealth Management will help you make sure each client meeting is well-planned, informative and constructive.

Solutions that fit
Russell Investments investment solutions are designed to help clients achieve their goals. They are made up of well-diversified funds precisely combined into a range of multi-asset, risk-rated model portfolios for you to tailor to your client’s needs.

Preferential terms with key providers
Using the Russell Investments Wealth Management service gives access to preferential rates with our preferred platform providers, which in turn gives your clients excellent value for money.
Enhanced business support
When you use the Russell Investments Wealth Management service, you’ll benefit from Russell Investments 75 year heritage and In Partnership’s experience helping advisers across the UK. We’ve put this experience to work for you by developed a suite of ready-to-use systems, tools and training to help support your business.

Integrated back office system
Russell Investments Wealth Management has partnered with Intelliflo to create a bespoke Adviser Hub. This will provide you with a simplified technology solution for common adviser challenges. Key stages in the process are automated – reducing the need to re-key and wade through information.

Marketing support
The Russell Investments Wealth Management service is supported by a range of high-quality marketing materials that can be co-branded with your own company name.

Practical business consultancy
Russell Investments Academy is designed to help you run a scalable, efficient and profitable business. All advisers who use the Russell Investments Wealth Management service will need to complete the first four foundation modules, and you can complete additional modules of your choice.

Dedicated support team
When you use the Russell Investments Wealth Management service, you’ll have a dedicated Regional Director to support you and your business plans. They’ll work with you to create a tailored roadmap for your business and help you achieve it.

Financial benefits
Russell Investments Wealth Management supports a suite of financial benefits tailored to your business. These include flexible and competitive client pricing, PI benefits and a range of exit strategies.

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On-Line Partnership Group Limited (reg no.03936920) and its subsidiaries, The On-Line Partnership Limited (reg. no 03926063) and The Whitechurch Network Limited (reg. no.03663042) trade collectively as In Partnership. All three companies are registered in England & Wales. The On-Line Partnership Limited and The Whitechurch Network Limited are authorised and regulated by the Financial Conduct Authority.

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