IFA Almary Green has linked up with Principal Investment Management and Skandia Investment Solutions to launch six risk-rated 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,...
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