Former St James’s Place adviser Tim Horrocks has established a new firm – RockWealth – to provide discretionary fund management through an online platform.
RockWealth will use True Potential’s online platform to provide face-to-face financial planning and wealth management as well as online model portfolios, ftadviser.com has reported
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The online platform will provide investors with five risk rated portfolios and a moderate-risk ethical portfolio.
Horrocks said, "Our investment clients can be secure knowing that the risk of their chosen portfolio will be carefully managed with regular rebalancing. We are not offering a fund supermarket or pure DIY option.
"Overall, we think the client will achieve better results with less volatility for a given risk without the headache of making investment decisions in what is a difficult economic climate."
RockWealth’s discretionary fund managers include Brewin Dolphin, Brooks Macdonald, Rowan Dartington, Quilter Cheviot and Investec.
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