Open to UK financial advisers from 21 September, the Alpha: r² service comprises a range of eight risk/return profiles with an overarching active management approach.
Utilising a risk-centric diversified value strategy across five benchmark-orientated models alongside two higher income and an ethical alternative, the suite is available in collectives-only, direct equities and bonds or collectives’ variants.
The five profiled models are aligned respectively to WMA benchmarks, while the two higher income and ethical options will be managed by former BlackRock duo Gary Waite and Andrew Morgan, who share a background in institutional fund management.
Waite said that the range opens Walker Crips’ services up to smaller net-worth clients while offering financial advisers a greater degree of risk-control in the post-RDR environment.
“These portfolios help to solve the problems financial advisers are experiencing post RDR,” he said.
“Advisers and their clients want confidence and certainty, not undue risk. With Alpha: r2, advisers will know exactly what to expect in terms of asset allocation, stock selection and performance as each model is closely correlated to its respective benchmark, with active management providing the opportunity for alpha.”
The launch of Alpha: r2 comes as part of a wider Walker Crips initiative to grow the discretionary side of the business as the stockbroker seeks to move away from commission to fee-based capabilities.
