Almary Green partners Principal and Skandia to launch model portfolios

Skandia is providing the platform that Almary says enables TCF compliant management of the service. Principal will actively manage the portfolios, which will be rebalanced on a quarterly basis and cover a range of risk profiles from cautious to adventurous. Risk profiling will be tailored to individual customers in what Almary managing director Carl Lamb describes as a "realistic assessment of a client's attitude to risk". "By this we mean a risk-graded assessment that fully covers what the client feels and requires and puts it in the context of the reality of the investment world,...