Sanlam launches model portfolio wrap

clock

Sanlam Private Wealth has launched a specialised wrap for advisers outsourcing to discretionary managers.

The Sanlam Portal, launched to complement its Accel risk management tool, is designed purely for model portfolios - a space in which it says traditional platforms "struggle". "There has been nothing built specifically for model portfolios - all other platforms and wraps are built for wider functionality," said Sanlam UK head of distribution Nigel Speirs (pictured). Trialled at Sanlam Private Wealth, the specialist wrap will now be rolled out to the wider IFA market. Launched initially with Sanlam's own discretionary portfolio offering Sanlam Fund Solutions, Speirs said he is looking t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Quilter reports platform net inflows of £1bn in first quarter

Quilter reports platform net inflows of £1bn in first quarter

Ongoing adviser charging review to start shortly after FCA talks

Jenna Brown
clock 24 April 2024 • 2 min read
Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read