Quilter and Skandia will power the managed portfolio service for Jelf Financial Planning as part of a three-way strategic tie-up.
The service offers seven investment strategies to match different client risk profiles identified by Jelf's psychometric risk profiling tool. It is available for use with a full range of tax wrappers and aims to allow the firm's advisers to maximise the tax efficiency of their clients' portfolios. Skandia's Investment Solutions platform will be the investment, administration and trading platform for the new service. Quilter is discretionary investment management partner for the offering and will construct the asset allocated portfolios to match the seven risk profiles. The portf...
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