Arbuthnot Latham is bolstering its discretionary fund management services by making its model portfolio service (MPS) and discretionary portfolio service (DPS) available to UK financial advisers.
Advisers will also be able to access Arbuthnot Latham’s range of banking services, including private banking, and lending solutions, as well as investment management, on behalf of their clients.
To support the DFM proposition, the private bank has appointed Lee Jones as director of intermediary sales. He will be responsible for building adviser relationships and growing Arbuthnot Latham’s assets.
Most recently, Jones worked at Abrdn and Scottish Widows as a business development manager focused on intermediary sales in the south of England.
Arbuthnot Latham’s platform MPS can be accessed via four providers including; Quilter, Fidelity, Aviva and Transact.
‘Forge ahead’
Jones said: “We have developed this proposition through the lens of an adviser. We aim to make it as easy as possible for financial advisers to serve their clients, and provide investment solutions that are appropriate, robust, and repeatable.
“I am excited to build out our offering, and support advice businesses with Arbuthnot Latham’s trademark level of service and holistic expertise.”
Eren Osman, managing director and head of investment management at Arbuthnot Latham, added: “For some time we have been seeing a growing demand for financial advisers to partner with discretionary fund managers.
“We have a strong track record of working in collaboration with professional intermediaries, and this new proposition will deepen these relationships. Lee brings extensive experience to the role which will prove invaluable as we forge ahead in this space.”
