Walker Crips launches discretionary service for advisers

clock

Walker Crips Investment Management has launched a discretionary portfolio service aimed at advisers in a move to expand its business.

The Actively Managed Portfolio Service (AMPS) will offer clients of IFAs direct investment in equities and bonds, alongside the more traditional fund selection arm. The group already offers investors a range of 20 portfolios via its Ready to Invest service, catering for various risk profiles from defensive to adventurous. AMPS - which has an AMC but no other charges or commission - is an attempt by the group to provide clients with more direct access to its equity and bond investment teams. Paul Jordan, head of business development at Walker Crips IM, said: "What makes us stand apa...

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 Investment

Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read
Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read