UK model portfolio sales outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period
Tatton Investments ranks as best-selling model provider for the period
That will power a range of discretionary portfolios
Shift will result in a decrease in corporate bonds and alternative assets
Offering hybrid and sustainability-focused portfolios
Management fee for the portfolios is 0.05%
Negotiations with fund houses have resulted in reduced pricing
Collaboration provides advisers and clients with access to the fund giant’s services
Six options with varied risk/return profiles
In collaboration with Vanguard and Redington
Strategies are defensive, conservative, growth and maximum growth
This includes 32 models spanning a range of risk grades
They are aimed at clients with three different levels of risk appetite