Citi Quilter has signed a distribution agreement to offer Paradigm Partners members both its discretionary portfolio (DPS) and managed portfolio service (MPS).
Currently 220 IFA firms are members of Paradigm and this service will now allow them to offer their client's Citi Quilter services while keeping control of their client's investment strategy. The DPS is a tailored investment management service allowing portfolios to be constructed to meet individual investment objectives - the minimum portfolio size is £200,000. The MPS is a discretionary service investing in a wide range of collective investments, with a choice of seven strategies to meet a varying range of investment objectives and attitudes to risk - minimum portfolio size is £25,000. ...
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