Your client account investment login
The LINK below will take you to your front-end account. You will of course need your personal log in and password.
By clikcing the above link will leave the Temple Bar website, to be connected to a third party web site. Please note that Temple Bar is not responsible for the information, content or product(s) found on third party web sites.
Platforms/wraps facilitate Modern Portfolio Theory i.e. they allow us to build a portfolio unique to your circumstances. Research that has shown that by far the dominant contributor to total portfolio returns is the asset allocation (that is the proportion held in shares, property, bonds and cash) of that investment portfolio. Furthermore, asset allocation, on average, accounted for 91.5% of the variation of portfolio returns over time.
Your platform/wrap account
Platforms/Wrap accounts allow private investors to centralise their investment portfolios into one place, allowing investors to take full advantage of all tax benefits with their investments.
Which platform/wrap account should I choose?
As part of our “due diligence” we concluded that Old Mutual was to be our preferred Platform provider. Old Mutual has won more Financial Adviser magazine Five-Star Service Awards than any other investment or platform provider.
To maintain our independence
To maintain our independence we have “separated” our research tools and risk profiling software from Old Mutual to FE Analytics. FE is an award winning financial planning tool for independent advisory firms, that enables us to conduct high end investment research.