Partner with Us
Empower Your Business with In-House Investment Solutions
Testimonial Video, June 2026
Steve Brann, CEO and Tim Mckechnie from S4 Financial discuss the benefits of working in partnership with Apollo Multi Asset Management to create a bespoke range of Sustainable Evolution portfolios.
White Labeling
Custom investment portfolios under your brand
Joint Ventures
Build your own asset management firm
Appointed Representative
Gain regulatory coverage under our umbrella.
Launch your own Funds
Flexible structures to fit client requirements
A True Partnership Approach
We work with select firms to deliver first-class, personalised investment solutions. No third-party wealth manager stands between you and your clients—just seamless, bespoke strategies aligned with your goals.
Our partnership with Apollo has allowed us to build a truly differentiated, bespoke range of risk graded portfolios that we believe deliver better outcomes for our clients. Instead of adopting an off-the-shelf solution like many advisory firms, through this partnership we’re offering something that aligns with our values. It is something we’ve helped shape and that we all genuinely believe in.
Creating a joint venture with Apollo was been a really positive step for our business. It gave us greater control and helped our advisers get to grips with the investment proposition in a much more practical way. The regular updates from Apollo’s investment team meant our advisers could speak to clients with more confidence and context, moving away from generic updates to something more useful and meaningful.
Working with Apollo to create an in-house portfolio range was a key step in our firm’s evolution. We maintained full control of our CIP while gaining access to experienced managers who were always available with support and insight. That collaborative approach made a real difference as we scaled the business.
