Wellian Investment Solutions, the multi-manager DFM business of Harwood Capital, has partnered with IFA FiveWays Financial Planning.
According to Alan Durrant, chief executive at Wellian, the firm plans to build a range of bespoke managed portfolios for FiveWays clients, which will invest in a full suite of collective investments.
The portfolios will be under the stewardship of Richard Philbin, Wellian’s chief investment officer, and investment director Chris Mayo.
Mr Durrant said: “I have known two of FiveWays directors – Chris Gilchrist and Steve Poland – for many years and always liked their approach.”
Mr Gilchrist, director of FiveWays said: “We much prefer the insourcing approach of Wellian, as it allows us to work with their people, philosophy and process as genuine partners.”
