Hilbert Investment Solutions has launched a new portfolio management service for IFAs and their income-seeking investors that aims to provide an 8 per cent annual return.
The Defensive Income Portfolio intends to preserve capital in falling markets, providing the reference indices do not drop by more than 40 per cent within each portfolio’s structured product.
Hilbert’s new portfolio service will be available via direct investment, Isas or Sipps.
Hilbert Investment Solutions founder Steve Lamarque said: “At a time when IFAs and other wealth advisers are seeking income for clients, I’m pleased to offer a viable alternative to existing propositions in the market.
"We have seen increasing demand from clients in the UK for income and I am confident that we can provide good returns while allowing investors access to liquid markets and diverse opportunities through the structured product market place”.
Tim Mortimer, founder of Future Value Consultants, which will provide quarterly reports and risk analysis for IFAs, said: “Structured products have a lot of benefits for investors but it is important that they are properly put together and that their characteristics are understood.
"I therefore believe that Hilbert are offering a great solution to this problem and that they have a team of experienced professionals available to constantly manage the investment process”.
Ian Lowes, managing director of Lowes Structured Investment Centre, said: “There’s no doubt that structured products have proved their worth. People are returning to them again and again.
“For many advisers the problem is red tape. Firms such as Hilbert are able to alleviate the bureaucracy, allowing advisers to concentrate on their core business.”
dan.moore@ft.com
