thurleigh offers model portfolios

Wealth Manager Thurleigh Investment Managers has partnered with Novia Financial to bring four of its global multi-asset strategies to third parties.

thurleigh offers model portfolios

|

Financial advisers using Novia’s wealth management platform will now have access to these strategies, which range from very low risk through to high risk.

Currently, Thurleigh manages £300m in bespoke portfolios for private clients and charities. This will be the first time IFAs will have access to its global unconstrained asset allocator models.

The model portfolios have audited track records of three to eight years and focus on top down asset allocation using ETFs and managed funds.

Charles MacKinnon, CIO of Thurleigh Investment Managers, said: "This is a natural fit for us as from the outset we have managed our portfolios on a model basis. Unlike other discretionary fund managers on Novia we manage our own money in exactly the same way as on the platform.

"These models have our full attention; we do not have in-house funds; we do not have a financial advisory division; this is the entirety of what we do."

MORE ARTICLES ON