Walker Crips Investment Management has launched a managed portfolio service for financial advisers to be managed by Gary Waite and Andrew Morgan.
The new service, named Alpha: r², will be aligned to the five risk categories covered by the industry-standard WMA benchmarks, as well as offering two higher income options and an ethical model. The new model portfolios will be available in collectives-only, or in direct equities and bonds, and collectives' variants. The service, headed up by Waite and Morgan, targets advisers who wish to reach a broader range of clients following the Retail Distribution Review (RDR), while using active management to provide alpha. Waite said: "The launch of our model portfolio service empowers fin...
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