Former Tees Wealth head of investment management Kieran Follis has teamed up with P1 Investment Services (P1) to launch boutique investment management firm Magellan Research & Investment (MRI).
The firm will offer actively managed, risk-adjusted model portfolios designed for financial advisers and their clients. MRI model portfolios will be available on several advisory platforms as well as the P1 Platform and a discretionary managed portfolio investment service on a more bespoke basis will also be offered. The investment management boutique will operate under the P1 umbrella, using the firm's regulatory, administrative and tech support framework, as well as its investment platform. Follis was previously a divisional director with Gerrard / Barclays Wealth and most recent...
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