Managed Portfolio Service joins the Standard Life Wrap DFM Investment Hub19 May 2015
Tilney for Intermediaries, the discretionary investment manager for intermediaries, is pleased to announce that from the group’s Managed Portfolio Service (MPS)* model portfolios are available for financial advisers to access via the Standard Life Wrap DFM Investment Hub.
Tilney’s MPS models comprise nine different risk-based asset models, ranging from ‘Defensive’ for the most risk-averse to ‘Maximum Growth’ for the most risk-seeking. Each of the models contain around 20 holdings to provide the optimal level of diversification, and make use of the group’s extensive research, analysis and fund selection. The models are periodically rebalanced to meet the specific asset allocation for each strategy. On the Standard Life Wrap DFM Investment Hub, the MPS models are available for advisers to invest their client’s assets in at an annual management fee of 0.3% +VAT.
The Standard Life Wrap DFM Hub offers a practical solution for advisers looking for outsourced investment solutions, while maintaining the direct relationship with their clients. Crucial to an adviser’s investment suitability process, all nine model portfolios have been mapped against two leading third-party risk mapping tools. FinaMetrica has mapped its risk tolerance scores against MPS, as has Distribution Technology which provides a measure of the long-term investment risk of fund strategies, and a mechanism for selecting funds appropriate for investor risk appetites and capacity.
Miles Robinson, Head of Tilney for Intermediaries, said: “Having the Managed Portfolio Service models on the Standard Life Wrap DFM Hub is a true milestone for Tilney for Intermediaries. It will allow us to support a greater number of advisers and their clients with a robust, suite of risk-rated investment solutions built on proprietary investment research, accessible through the convenience of a leading platform. We believe that there is a significant benefit for the end client in having the expertise of DFM, and for the adviser, in having oversight of their clients’ investments in one place.”
*The Managed Portfolio Service (MPS) is provided by the Tilney Bestinvest Group
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About Tilney for Intermediaries
Tilney for Intermediaries is a leading discretionary fund manager. We have been supporting financial advisers and their clients since the 1990s, building on Tilney’s 150 year heritage supporting individuals, families and charities achieve their investment goals.
Today we operate across the United Kingdom, with investment management teams based in Birmingham, Edinburgh, Glasgow, Liverpool and London.
We offer a broad suite of investment solutions to financial advisers and their clients, including tailor-made portfolios, a segregated model portfolio service with nine strategies to suit different risks and a range of five unitised multi-asset funds. For further information, please visit: www.tilney.co.uk
The Tilney Bestinvest Group of Companies comprises the firms Bestinvest (Brokers) Ltd (Reg. No. 2830297), Tilney Investment Management (Reg. No. 02010520), Bestinvest (Consultants) Ltd (Reg. No. 1550116) and HW Financial Services Ltd (Reg. No. 02030706) all of which are authorised and regulated by the Financial Conduct Authority. Registered office: 6 Chesterfield Gardens, Mayfair, W1J 5BQ.
Tilney is a leading investment and financial planning firm that builds on a heritage of more than 150 years. The Tilney Group operates under the Tilney brand for Investment Management and Financial Planning and Bestinvest for execution-only investing. We look after more than £22 billion of assets on our clients’ behalf and pride ourselves on offering the very highest levels of professional client service with transparent, competitive pricing across our entire range of solutions.
We offer a range of services for clients whether they would like to have their investments managed by us, require the support of a highly qualified adviser, prefer to make their own investment decisions or want to take more than one approach. We also have a nationwide team of expert financial planners to help clients with all aspects of financial planning, including retirement planning.
We have won numerous awards including Best Fund Platform and Best SIPP Provider at the 2017 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. We are pleased that our greatest source of new business is personal referrals from existing clients.
Headquartered in Mayfair, London, Tilney Group employs over 1,000 staff across our network of offices, giving us full UK coverage, and we combine our award-winning research and expertise to provide a personalised service to clients whatever their investment needs.