Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

JP Morgan fund and private bank arms team up for model portfolio launch

JP Morgan fund and private bank arms team up for model portfolio launch

JP Morgan Asset Management has launched a range of model portfolios for its adviser clients.

The investment house has rolled out the launch ahead of its Adviser Solutions outsourcing tool coming to the market next year.

Adviser Solutions is designed to support the management requirements, investment and client servicing needs of UK advisers, including record keeping and regulatory requirements, as well as helping with investment research and selection.

Advisers will be able to manage all of these online, and the tool will be complimented with a suite of actively managed discretionary portfolios and fund of funds.

As part of its initial model portfolio launch, advisers will be offered access to the following: 

  • JPM Elite Portfolios, which will consist of six whole-of-market and actively managed portfolios that are multi-fund, run on a discretionary basis and risk-graded; and
  • JPM Fusion fund range, which will consist of five whole-of-market fund-of-funds, actively managed with each one strategically positioned at a key point on the risk spectrum. This solution sees JP Morgan Asset Management team with JP Morgan Private Bank. The portfolio will draw on the asset allocation, fund selection and risk control systems of J.P. Morgan Private Bank.

JP Morgan said that both offerings are designed to be competitive and transparent.

'UK advisers are facing significant changes to their business models under the retail distribution review and are finding themselves under pressure to continue to deliver the very best advice whilst ensuring a high level of reporting and client servicing,' said Jasper Berens, head of the UK funds business at JP Morgan Asset Management, in a statement.

Berens (pictured) added: 'JP Morgan Adviser Solutions has been built to help advisers who wish to outsource their clients’ investments, to do what they feel they do best, which is financial planning.'

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Volatility is back, Europe's future & Ethical's key moment

Volatility is back, Europe's future & Ethical's key moment

This week’s episode of Investment Pulse takes a look at European prospects, FTSE volatility and whether public pressure is about to provide a push for ethical investment

Play Volatility spike: How ETFs can soften the blow

Volatility spike: How ETFs can soften the blow

ETFGI’s Deborah Fuhr discusses the role of ETFs in client portfolios during volatile market conditions

Play Winter market warmers, the post QE world and timing the Fed

Winter market warmers, the post QE world and timing the Fed

This week’s episode of Investment Pulse looks at the winding down of quantitative easing, whether to try and time a US Federal Reserve rate rise and if strong seasonal performers can reverse recent market slumps

Wealth Manager on Twitter