threesixty, the IFA support services provider, has announced its clients will have access to Margetts Fund Management's full range of risk-rated multi-manager fund services.
As part of threesixty's new asset allocation service, it will work with Margetts to offer its range of risk-rating tools, client portfolio reports and suitability letter templates for clients.
Threesixty partner David Ingram says Margetts is an ideal fund management house to work alongside.
“Outsourcing asset allocation in this way is a perfect answer for many firms and, together with other services we are launching this month, will provide a comprehensive solution to this key area,” he says.
Margetts investment director Toby Ricketts says: “This is a significant development for our business as this venture will further improve the services we can offer to clients and increase the exposure of the Margetts funds to the IFA market.”
To comment on this story, contact:
0207 034 2681
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress