AJ Bell Investcentre has added Tatton to its panel of third-party Discretionary Fund Managers (DFMs) in response to significant demand from financial advisers.
AJ Bell’s third-party DFM service gives advisers and their clients access to Managed Portfolio Services (MPS) from a range of external providers. It sits alongside AJ Bell’s in-house MPS option, giving advisers greater investment choice when managing client accounts.
The Tatton managed portfolio ranges being added to AJ Bell Investcentre are Managed (active funds), Tracker (passive funds), Core (active / passive funds) and Ethical. Each range offers six risk levels and has an annual management charge of 0.15%. This will give advisers a wide range of investment options to suit a diverse variety of client profiles.
AJ Bell’s third-party MPS is available via AJ Bell Investcentre’s Retirement Investment Account, SIPP, ISA and General Investment Account.
There is no explicit fee for the service. Clients pay AJ Bell’s existing platform charge and the charge levied by the external DFM.
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