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Liontrust plans to raise intermediary profile

Liontrust plans to raise intermediary profile

The intermediary market is vital for raising Liontrust’s profile, the company’s head of marketing and distribution strategy has said.

Simon Hildrey said the company is trying to expand its reach across all forms of distribution.

He said that 18 months ago Liontrust launched a model portfolio which is already on six platforms, with a seventh in the pipeline.

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Mr Hildrey said: “It is really led from demand by the advisers. It will probably grow further but it is not about being on every single platform, it is about being where the adviser demand is.

“Very few model portfolio services are on every single platform.

“Using a model portfolio service is a big decision, it is not like choosing funds. Advisers are using us for a combination of reasons - it is the range of portolios and service we offer while some of them like the white labelling service we provide.

“There is growing demand for model portfolio services and outsourcing and the intermediary market is vital in terms of raising our profile.”

He added that the company seeks diversification in its distribution as much as it does among its investments.

Liontrust’s model portfolio service, called the Wealth Solutions Service, originated as a white label service it started when it bought North Investment Partners in 2013.

It is already on Standard Life, Novia, Transact, Zurich and Aviva as well as recently joining Aegon Retirement Choices.

It offers a range of 27 active, passive and absolute return portfolios to suit different attitudes to risk, investment objectives and time horizons.

Last month Liontrust launched the Liontrust GF Global Water and Agriculture fund to exploit opportunities created by change in these sectors.

The offshore fund is managed by Hugo Rogers and Kristof Bulkai.