risk profiling

Dynamic Planner adds Aubrey Citadel Fund

Part of a £65m strategy managed by Jon Gumpel

February 27, 2025

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PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

risk profiling

Dynamic Planner adds Aubrey Citadel Fund