Award-winning wealth manager James Hambro & Partners has extended its offering to financial advisers with the launch of a range of managed portfolios.
The strategies, which include Prudent, Balanced Growth, Capital Growth and Adventurous, are risk weighted using the same approach as the James Hambro & Partners discretionary service. They give advisers easy access to the firm’s specialist investment expertise and help them meet the needs of a wider client base.
The portfolios available at launch on the Standard Life Investment Hub platform include direct UK equities, as well as funds and ETFs.
Partner James Horniman, who is Head of Adviser Solutions and the fund manager, said: “These are multi-asset portfolios that build on our own particular strengths in direct UK equities but also take advantage of specialist knowledge in the collective arena across geographic areas and asset classes.”
The portfolios will be rolled out across other platforms in the coming months. Where platforms are unable to incorporate direct equities, James Hambro & Partners will produce versions that use funds instead.
The firm began offering a bespoke discretionary service to financial advisers earlier in the year and also offers unitised versions of the managed portfolios on a bespoke basis. In addition, it offers a portfolio population service, building portfolios to match the risk and asset allocation requirements of advisers who use third-party risk profiling and strategic asset allocation services.
Horniman said: “It’s fundamental to the character of our business that we focus on really addressing the needs of advisers, and that means being not only attentive but also flexible. We recognise that advisers are looking for strong solutions for all their clients, not just the most wealthy. With the launch of the Managed Portfolio Service we are able to deliver a complete solution.”