Wellian Investment Solutions, a London-based discretionary investment firm, has unveiled a new hybrid model porftolio service that incorporates a range of alternative investment classes including ethical and legacy holdings.
Dubbed as Model Plus, the hybrid of a typical investment model and bespoke solution will allow advisers to assist clients who cannot be catered for within a standard model portfolio.
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Additionlaly, the new service will also include a loan facility that enables investors to raise cash without having to sell stock.
This solution is specifically suitable for clients who have purchased or inherited alternative assets or those who are suitable to a typical model portfolio.
Wellian found that around 80% of its clients are suited to model portfolios but the additional 20% will not always be suited to bespoke options, which are typically suited to higher net worth clients.
The launch of Model Plus follows an a increasing demand from advisers for a product that features benefits of a model portfolio as well as flexibility of bespoke solutions.
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By GlobalDataChris Mayo investment director Wellian said: "We find that the majority of clients will be serviced with a standard model portfolio, however our recent conversations with advisers have brought to our attention that there are still a small but growing number of investors requiring more of a hybrid solution.
"We have spent a lot of time and effort in developing Model Plus to bring advisers yet another option for servicing their clients with less than conventional needs so they can extend their offering to a whole new pool of investors," he added.
