Employee-owned Chartered financial planning firm Blue Sky Financial Planning has partnered with Legal & General’s (L&G) asset management division to deliver its model portfolio service (MPS).
L&G will provide a range of multi-asset solutions for Blue Sky's clients across the UK, aiming to offer a blend of multi-asset solutions to complement existing client portfolios. It will also manage the rebalancing of the model portfolios to ensure that investments remain aligned with the Southwest planner's clients' risk profiles. These portfolios will also include a completion portfolio to "capture broad macro and thematic views". The completion portfolio contains a selection of active managers as well as L&G's in-house funds such as the L&G Artificial Intelligence UCITS ETF and the L...
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