Strategic approach could lead to improved experiences for adviser firms and investors
Blackfinch Asset Management has launched a new service that aims to offer more attractive and flexible investment solutions for financial advisors.
The Blackfinch Tailored Portfolio Service (TPS) builds on the benefits of a Managed Portfolio Service (MPS), by adding a high degree of customisation. Financial advice firms will be able to use a number of strategic options to shape the portfolio range including, for example, a preferred risk profile, tailored asset allocation, linking to specific investment objectives and caps to costs.
Blackfinch Asset Management believes financial advice firms are seeking a greater level of ownership and control over factors like cost and the degree of active versus passive investments they can offer, to help solve their biggest challenges when using off-the-shelf solutions. Alongside the delivered portfolios, Blackfinch will also provide firm-branded client literature to fully service investors in an engaging and consumer-duty friendly manner, helping firms demonstrate their value and meet their regulatory requirements. Blackfinch TPS will enable firms to review their centralised investment proposition, streamline operations for greater efficiency and identify ways to grow their business.
Nick French, Chief Distribution Officer, said: “Tailored Portfolio Services are a clear example of a strategic approach that can result in significant improvements for clients in terms of lower charges and improved experience, while also ensuring the long-term viability of advice businesses that want to support families for generations.”
Blackfinch TPS benefits from the support of the highly qualified team at Blackfinch Asset Management, as well as the input and insights from the wider Blackfinch Group including investment teams from Blackfinch Ventures, Blackfinch Property and Blackfinch Energy.
For more information on the Blackfinch Asset Management Tailored Portfolio Service, visit blackfinch.am/tailored-portfolio-service
