Cazenove Capital, Openwork, Parmenion and Sarasin are the latest model portfolio service (MPS) providers to join FE Transmission - a service that aims to increase transparency in the MPS market.
The service gives advisers access to data on the underlying holdings of the model portfolios their clients are invested in, allowing them to integrate this information into their due diligence, portfolio...
Joined as head of strategy, multi asset, in June
Group income protection
Nine in 10 do not have income protection
Set to become part of Single Financial Guidance Body