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.
Latest News
-
UK bank branch numbers decline rapidly in five years, figures show
-
Intermediary confidence remains despite mortgage market cooling
-
IHT receipts jump 8% year-on-year in July
-
Mortgage products ‘no longer fit for purpose’, brokers say
-
Aberdeen agrees sale of financial planning business
-
Annual house price growth climbs to 3.7% – ONS
The new episode of The Mortgage Insider podcast, out now
Regional housing markets now matter more than ever. While London and the Southeast still tend to dominate the headlines from a house price and affordability perspective, much of the growth in rental yields and buyer demand is coming from other parts of the UK.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
Air and the role of later-life lending
Content editor at MoneyAge, Dan McGrath, spoke to the chief executive officer at Air, Will Hale, about the later-life lending industry, the importance of tailored advice and how technology and obligations have shaped the sector.
Helping the credit challenged get mortgage ready
A rising number of borrowers are finding it harder to access mortgages due to being credit challenged - whether that’s from historic debts, a county court judgment, or having little to no credit history.
In the latest episode of the Mortgage Insider podcast, Phil Spencer is joined by Eloise Hall, Head of National Accounts at Kensington Mortgages, and Alastair Douglas, CEO of TotallyMoney.
In the latest episode of the Mortgage Insider podcast, Phil Spencer is joined by Eloise Hall, Head of National Accounts at Kensington Mortgages, and Alastair Douglas, CEO of TotallyMoney.
The future of the bridging industry and the Autumn Budget
MoneyAge content editor, Dan McGrath, is joined by head of marketing at Black & White Bridging, Matt Horton, to discuss the bridging industry, the impact of the Autumn Budget and what the future holds for the sector.
© 2019 Perspective Publishing Privacy & Cookies
Recent Stories