PortfolioMetrix selected as CIP partner for Liberate Wealth

Providing a suite of model portfolios to consolidator

Jenna Brown
clock • 1 min read

PortfolioMetrix has been chosen as one of Liberate Wealth’s central investment proposition (CIP) partners.

The discretionary fund manager (DFM) will provide a suite of model portfolios to Liberate Wealth's CIP. Liberate Wealth is a technology-focused consolidation business operating across the country. The portfolios making up the CIP are available with the option of a UK or global bias. The models utilise active, passive and hybrid strategies with some using multi-asset funds. PortfolioMetrix said the multi-asset fund structure offers a "significant advantage versus a traditional model portfolio in the current capital gains tax (CGT) framework". It explained that within multi-asset fun...

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