Advisers offered equity stake in low-cost asset manager

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A new asset manager is offering advisers an equity stake in the business as it launches a range of RDR-compliant risk-rated funds.

TCF Investment has devised the Equity Partnership scheme that allows IFAs to own a share in the company through a model it describes as a “de-mutualisation for advisers”. The scheme is open to advisers who use its new Total Clarity range. This includes four funds with different risk profiles that invest in low-cost passive vehicles across UK and international equities, bonds, property and alternative assets. Its four portfolios are: defensive, cautious, diversified balanced and diversified long-term growth, all subject to a minimum investment of £10,000. Equity ­exposure ranges from 2...

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