Advisers and clients will have access to six new managed portfolios, the company announced today (April 27).
These are Waverton’s conservative, defensive, cautious, balanced, equity and growth portfolios.
Chief executive officer at Parmenion, Martin Jennings, said: “We like Waverton’s meticulous approach to portfolio construction and careful risk management.
“Their portfolios will complement our existing DFM offering, which we have grown significantly in the last 12 months with the addition of the best quality investment managers the industry has to offer.”
Head of intermediary sales at Waverton IM, Mark Barrington, said: “[The managed portfolios service] is comprised of four Waverton ‘building block' OEIC funds which are run by our dedicated investment team.
“We then offer six strategic mandates made up of different proportions of these components to cater for different risk profiles.”
The weightings can be changed when necessary.
sally.hickey@ft.com
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