Sullivan added: Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
“Additionally, with an increasing number of investors wanting to align their investments with their values, we also have the capability to provide SRI solutions.”
Warner, director at Minerva, said: “Together, I believe we can offer our introducing IFAs and their clients an even better investment proposition.
“Minerva’s experience in managing model portfolios and SRI investing, coupled with Coram’s economic perspectives and experience in managing funds, will provide an enviable solution to IFAs and their clients.”
