Human Financial now a specialist portfolio manager on CFS FirstChoice
Human Financial has taken another step forward, expanding its reach with the addition of its managed accounts to the CFS FirstChoice platform.
This significant milestone underscores our growing impact on the wealth management landscape giving advisers powerful new options and greater flexibility when designing and delivering client portfolios, both for today’s market environment and for the opportunities ahead.
The range comprises:
HF Conservative Portfolio
HF Moderate Portfolio
HF Growth Portfolio
HF High Growth Portfolio
HF High Growth Geared Portfolio
Chief Investment Officer Angus Sippe says the portfolios reflect Human Financial’s philosophy of combining disciplined market exposure with active decision-making across the entire portfolio.
“These portfolios are built as a complete, one-stop solution for long-term investors, but they are not ‘set and forget’,” Angus says.
“Our approach centres on an enhanced core—using efficient building blocks while actively managing asset allocation throughout the portfolio. We continuously assess risks and opportunities, making measured adjustments to help grow and protect client wealth over time.”
Designed with advisers in mind, the portfolios aim to provide a balance of simplicity and sophistication—offering diversified, risk-targeted exposures that can be actively managed through different market environments, including more complex periods like today.
The introduction of Human Financial as a specialist manager on the FirstChoice platform reflects the strength of this approach.
“We believe this gives advisers a cost-effective, flexible solution that supports long-term objectives, while remaining responsive to changing market conditions,” Angus says.
Find out more
To learn more about Human Financial managed accounts with CFS, please get in touch with a Human Financial BDM.
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