Latest wealth management portfolio launch from life providers
Scottish Equitable International (SEI) is the latest life provider to offer a wealth management portfolio in recent months. The move follows recent launches from Axa, Standard Life and Prudential who have all reworked their trust and bond offerings. The Wealth Management Portfolio, set to launch on 13 March, marks a significant change in its product offering, according to David Healy, managing director of SEI. The portfolio replaces its existing investment, money markets and private client portfolios. Healy said the new portfolio would be separated into three categories, which inclu...
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