Adviser firms Financial Initiatives and Blue Atlas Wealth have signed up to AJ Bell Investments' bespoke model portfolio service offering.
Financial Initiatives joined last month while Blue Atlas Wealth is about to become a partner business. The provider's Partnership MPS is a service that works with advisory firms to design, build and manage tailored portfolios for clients. It explained that partner firms have access to a "range of customisation options" including multiple investment strategies, such as active, passive, blended and responsible, along with varying risk appetites applied across a number of models. Oculus Wealth joined the offering in December last year. AJ Bell head of investment partnerships Ian ...
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