Managing Partner, James Roberts, featured in Citywire’s New Model Adviser to discuss how we are selecting the most appropriate managed portfolio services (MPS) for our clients.
Partners Wealth Management work with a panel of MPS providers to deliver tailored MPS solutions for our clients. In the article, James discusses changes the firm has made in the past 18 months to ensure we are selecting the right blend of MPS for our clients’ individual risk profiles and working to reduce volatility.
Commenting on the feature, James said: “Managed portfolio services are one of the fastest-growing areas of the investment market, which is why it is so vital to keep up with the latest trends and make changes that reflect our clients’ current circumstances. The pandemic has had a huge impact on people’s attitude to risk, and it’s vital that we’re constantly adjusting our approach to meet these new needs. I am delighted to have been a part of this discussion, and the industry needs more bespoke thinking and less commoditisation.”
For more information, read the full article here.
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