Parmenion adds Iboss portfolios to adviser platform
This includes 32 models spanning a range of risk grades
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
It is the company’s first managed portfolio service
Firm will offer impact investment-focused products looking to tackle climate change and social inequality
46% of UK wealth managers plan on using model portfolios more extensively over the next two years