Pacific Asset Management, part of Sir John Beckwith's Pacific Investments Group, has entered into a strategic partnership with Chartered Financial Management UK (CFM), the financial adviser with £250m assets under advice.
Established in 1998, CFM is a UK financial advice business based in the south west with around 1,000 clients, mainly located in the south. Pacific AM, which manages a number of multi-asset vehicles, has developed an "in-sourced" investment proposition that looks to address a number of inefficiencies faced by advisers. The proposition is built around technology and tailored to each adviser, while being designed to ensure advisers retain control. This means CFM, for example, will be able to use Pacific AM's online portal to look at their different model portfolios, check performance and...
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