Hymans Robertson is to offer strategic investment allocation services to the 3,700 financial advisers supported by the SimplyBiz Group in an "exclusive, long-term partnership".
The firms claimed advisers would be able to use "unique risk and return portolios" to match their clients' requirements in a way that has until now only been accessible to institutional investors. The "appropriateness" of each investment would be continually maintained, the two partners added, while asset managers would be able to align their products with the advice process. They explained asset managers could do this by building funds and model portfolios to match the asset allocations. SimplyBiz said the link-up would also allow advisers to offer their clients "directive investmen...
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