Square Mile launches passive model portfolio range
Six options with varied risk/return profiles
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
As the DFM looks to partner with IFAs both within the UK and offshore
There will be six options with differing risk profiles
Financial advisers will be able to license them for free
To develop investment propositions and manage model portfolios
‘Financial advisers and clients are postponing portfolio changes due to volatility’
As it hires ex-Quilter Cheviot investment manager to run its international model portfolio service
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented