About you

You will have come to us through your independent financial adviser (IFA) as we do not deal directly with individuals. Our clients must have been advised to come to us and must have an IFA to provide them with ongoing support and financial planning advice.

You will typically have investment funds in excess of £150,000 as this is where we find we can add value for most clients. We must also stress that RXi is unable to manage Capital Gains arrangements due to the nature of the model portfolio structure. If you require management of your Capital Gains Tax allowance, this solution is not appropriate for you.

Therefore, typically, the funds that would be managed would consist of pension (SIPP), ISA or Investment Bond Funds as none of these would be subject to any Capital Gains Tax on gains that are generated through the investments.

You must consult and work with your IFA, to determine if this is the appropriate investment strategy or structure for you. They will assess the correct risk profile applying to you and how that aligns with the appropriate RXi Model Portfolio.