James Hay Partnership, a UK-based platform for retirement wealth planning, has launched its managed portfolio panel to meet the demand from advisors for a DFM solution.
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The James Hay Managed Portfolio Panel will consist of seven investment managers: IPS Capita, MarketStar, Morningstar Investment Management, Seven Investment Managers, Smith & Williamson, Tilney, and Vestra.
The panel offers a range of strategies, themes and underlying funds, with each manager providing a series of portfolios aligned to various risk profiles and investment objectives. The funds will be chosen from more than 3,400 available on the platform.
The company will not charge customers for availing the services of the panel; however investment managers will have an annual fee.
James Hay director of commercial & strategy Chris Smeaton said: "The James Hay Managed Portfolio Panel offers access to top end discretionary expertise at competitively priced entry levels thanks to the platform associated costs being just 0.18%.
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By GlobalData"In addition, it offers a wealth of value add features which combine to ensure it neatly meets the demand from advisers for a DFM solution that enables them to retain direct client relationship, whilst maintaining the benefits of access to investment specialisms."
