Brown Shipley has introduced 10 risk rated as well as two income discretionary managed model portfolios on the Transact platform.
The partnership with Transact will allow financial advisers to select from 12 risk-graded collective portfolios in addition to benefiting from Brown Shipley’s core values of personal service, long-term relationships and trusted investment research.
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The 12 collective portfolios on Transact platform will be managed by deputy fund manager, Alex Brandreth, who will also regularly review asset allocation and fund selection.
Peter Botham, head of IFA investment at Brown Shipley said: "Our dedicated team’s investment expertise and commitment to providing personal service will really add value to advisers in managing their clients’ affairs."
"Our strategy is to continue to expand our footprint across the UK. For advisers who prefer a platform solution to a full discretionary service for their clients, but want to retain the personal contact with our investment professionals, the Transact offering is highly cost effective for them and their client alike," he added.
Wrap platform Transact was launched in the UK in 2000.
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