Model Portfolios  

Hymans Robertson launches 'tailored' DFM service

Hymans Robertson launches 'tailored' DFM service

Hymans Robertson Investment Services has boosted its presence in the adviser space with the launch of a discretionary model portfolio service.

The firm has today (February 25) introduced its ‘tailored portfolio service’ in a move which sees it partnering with retail advisory firms directly for the first time.

The service offers model portfolios that are managed to the adviser’s own specifications and allow the firm to use its own branding.

Once the tailored investments have been agreed, Hymans Roberson will take responsibility for managing the model portfolios on the adviser’s existing platforms, using its discretionary permissions.

Stephen Birch, managing partner of Hymans Robertson Investment Services, said the service will help advice firms to become more cost-efficient.

Birch said: “Not only are we able to leverage the experience of our existing investment team, which includes over 100 researchers, modellers, technology developers, but we can also offer cost savings through the benefits of scale through having influence on over £250bn in assets. 

“Our aim is to develop relationships with retail advisory firms that are long-lasting and we hope to build partnerships with those that have a similar culture and values to our own.”

Meanwhile, William Marshall, Hymans Robertson’s retail chief investment officer, said the service will help advisers deal with their regulatory responsibilities.

Marshall said: “We believe that our experience of building robust, well governed portfolios can improve investors’ future outcomes.  

“There is also an ever-increasing regulatory burden falling upon advisers such as demonstrating responsible investment and the potential impact of the sustainable finance disclosures regulation. This can be daunting.  

“By supporting advisers with our TPS we can help them meet these regulatory challenges and, indeed in cases, we can remove some of this burden.”

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