Wealth management firm Julius Baer International (JBI) has entered the UK managed portfolio service (MPS) market.
Part of Swiss-based Julius Baer Group, JBI has launched its first MPS and said the proposition is "designed exclusively" for UK IFAs and their clients. This marks the first time Julius Baer's discretionary investment specialism will be delivered through a UK-specific MPS solution. JBI's MPS includes two portfolio ranges - active and passive - broadly mapped to risk levels 3–8. The wealth manager also said its MPS has global investment insight, transparent pricing and Consumer Duty support documents. JBI's MPS proposition will be available across Fidelity, Morningstar, Aberdeen, ...
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