Walker Crips, an integrated investment and wealth management group, has rolled out a new managed portfolio service for financial advisors in the UK.
Dubbed as Alpha: r², the service will be led by portfolio managers Gary Waite and Andrew Morgan.
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The service includes a range of eight risk/return profiles with an overarching active management approach.
The models will be aligned to the five risk categories built around WMA benchmarks, as well as offering two higher income options and an ethical model.
The new portfolios range will be available in collectives-only, direct equities and bonds or collectives’ variants.
The service aims to targets advisors who wish to reach a wider range of clients following the Retail Distribution Review (RDR).
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By GlobalDataWaite said: "These portfolios help to solve the problems financial advisers are experiencing post-RDR. Advisers and their clients want confidence and certainty, not undue risk.
"With Alpha: r², advisers will know exactly what to expect in terms of asset allocation, stock selection and performance as each model is closely correlated to its respective benchmark, with active management providing the opportunity for alpha."
The launch is as part of the firm’s initiative to expand its discretionary side of the business as the stockbroker seeks to move away from commission to fee-based capabilities.
