Model Portfolios  

Adviser launches B2B model portfolio service

Adviser launches B2B model portfolio service

A Cambridgeshire-based IFA is launching a range of model portfolios aimed at other advice firms.

Gibbs Denley Investment Management has more than £440m in funds under management and has been running its own model portfolios since 2009. It is now launching 15 more for the wider adviser market.

Investment manager Tom Sparke said: "This is a really exciting step. We know that there are plenty of advisers out there who want to offer their clients quality investments with a good risk-adjusted return without giving investment control to an outside firm, but don’t have the time or inclination to run a discretionary service themselves.

Article continues after advert

"Our investment model portfolios offer them a product that can provide this at a competitive cost, enabling them to focus on providing a quality financial planning service to their clients."

The range includes five risk-rated whole-of-market portfolios using a mixture of active and passive funds, five risk-rated passive portfolios, two income portfolios, a target return portfolio aiming for 4 per cent gross a year, and two ethical portfolios.

Mark Denley, a director of GDIM and chairman of the investment committee, said: "We provide the advisers with the information they need to identify the right portfolio for their clients, and we are here to answer any questions and provide help as needed, but we leave the advising to the advisers, who know their clients best.

"This enables us to provide our portfolios at a very competitive price without compromising on quality."