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.

Wellian launches 'hybrid' model portfolio service

Wellian launches 'hybrid' model portfolio service

Wellian Investment Solutions is rolling out a hybrid model porftolio service.

The service, which enables advisers to support clients whose requirements cannot be catered for within a standard model portfolio, operates in a similar way to a model portfolio but is also able to incorporate a wide range of alternative investment classes including ethical and legacy holdings.

Wellian is also including a loan facility within the service, allowing investors to raise cash without having to sell stock.

Chris Mayo (pictured), investment director of the Kent based DFM, which was voted best in class in the South and East at Wealth Manager's annual awards ceremony, explained: ‘The launch of the ‘Model Plus’ is all part of our ongoing mission to present the adviser with the ultimate in quality, flexibility and choice.

'We find that the majority of clients will be serviced with a standard model portfolio, however our recent conversations with advisers have brought to our attention that there are still a small but growing number of investors requiring more of a hybrid solution.’

Indeed, according to the firm, while 80% of clients are suited to model portfolios, the additional 20% are not always best suited to bespoke options which are typically suited to high net worth or ultra high net worth clients rather than the average investor.

'As it is our continued aim to cater for every possible requirement, however small, we have spent a lot of time and effort in developing ‘Model Plus’ to bring advisers yet another option for servicing their clients with less than conventional needs so they can extend their offering to a whole new pool of investors,' Mayo added.

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