The model portfolio service consists of five risk-rated models which cover a range of risk/return profiles, and is accessible via personal collective accounts, platforms and segregated accounts.
The move follows the expansion of the managed portfolios team last year, when Charles Hepworth and James McDaid were recruited to develop and manage outsourcing for UK financial advisers as part of GAM’s existing discretionary fund management service.
The service provides regular, in-depth reporting and offers complete transparency, while there are no restrictions on the number of portfolio balances that can be completed on the available asset classes.
Charles Hepworth, Investment Director, said: “GAM’s expertise in outsourced solutions has been built on a performance-driven investment approach and long-standing expertise in managing tailored private client wealth. In addition to our experience providing solutions to leading institutions and private banks, we have developed a compelling offering for financial advisers that will be suitable for a variety of clients with differing risk profiles."
An outline of the five available portfolios is below:
|
GAM MPS Defensive Portfolio |
|
|
Volatility: 5.2-7.8% pa |
Designed for clients with a strong focus on capital protection while also offering a limited participation in equity market growth. This strategy is managed with a low attitude to risk. |
|
GAM MPS Cautious Portfolio |
|
|
Volatility: 7.8%-10.4 pa |
Designed for clients with a strong focus on capital protection while offering moderate participation in equity market growth. This strategy is managed with a low attitude to risk. |
|
GAM MPS Balanced Portfolio |
|
|
Volatility: 10.4-13% pa |
Designed for clients seeking a balance of capital protection and participation in equity market growth. This strategy is managed with a medium attitude to risk. |
|
GAM MPS Growth Portfolio |
|
|
Volatility: 13-15.5% pa |
Designed for clients seeking to participate primarily in global equity market growth while maintaining an element of capital protection. This strategy is managed with a high attitude to risk. |
|
GAM MPS Global Equity Portfolio |
|
|
Volatility: 15.6-18.2% pa |
Designed for clients seeking to participate in global equity market growth. This strategy is managed with a high attitude to risk. |
