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Wellian launches 'hybrid' model portfolio service

by Elsa Buchanan on Jun 03, 2014 at 12:46

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.

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