Wellian launches hybrid bespoke-model solution

Carmen Reichman

Discretionary fund manager Wellian Investment Solutions has launched a 'hybrid' investment option which, it hopes, will attract a "growing niche" of investors that are not fully suited to bespoke options.

Model Plus, a hybrid of a typical model and a bespoke solution, will operate in a similar way to a model portfolio but is also able to incorporate alternative investment classes including ethical and legacy holdings. Wellian developed the solution after it found around 80% of its clients are suited to model portfolios but the additional 20% will not always be suited to bespoke options, which are typically suited to higher net worth clients, it said. The new solution will also feature a loan facility so investors can raise cash without having to sell stock. Wellian expects it will a...

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