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August 24, 2018

Tilney introduces model portfolio range on Hubwise platform

Tilney for Professionals, the intermediary division of UK investment management group Tilney, has introduced its model portfolio range (MPS) on the Hubwise platform.

With this introduction, the MPS range is now live on 12 platforms including Nucleus, Transact and Aegon.

Launched in 2011, the models are primarily made up of Collective Investment Schemes.

It includes five risk based models and two income strategies, all mapped to the risk profile tools of Dynamic Planner and FinaMetrica.

Furthermore, the company has also developed a risk modelling tool called Efficient Frontier to keep portfolios within designated risk bands.

Tilney for Professionals business development director Lucy Minton said: “Launching our model portfolios on another platform reinforces our commitment to the UK adviser market place.

“We have £180m of AUM in the models across various platforms and more than £2bn of externally advised assets across our bespoke, managed portfolio and unitised DFM offerings.

“Hubwise is a new player in the platform space but has already made big inroads into the market and we are excited to be working with them.”

Hubwise CEO Angus Macdonald said: “At Hubwise we aim to constantly enhance our service offering to ensure we always meet the needs of our users.

“We are delighted to introduce Tilney’s Model Portfolio Service for our platform users to access. We look forward to what we hope will be a long and fruitful relationship with Tilney.”

Headquartered in London, Tilney recently appointed Andy Grant as the new head of financial planning division to bolster its financial planning business.

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