Evercore Pan-Asset (EPA) has launched its range of PanDynamic model portfolios investing in ETFs on the Transact platform for retail investors.
The move comes less than a week after assets in EPA's low-cost PanDynamic range passed the £100m mark for the first time. EPA says the innovation is part of the firm's drive to broaden adviser access to its funds, by making them available on prominent UK wrap platforms. Transact became the first platform to offer online wrap products in 2000 and has more than £9.5bn assets held across 85,000 portfolios. EPA chief executive Christopher Aldous says: "The development means that even more IFAs can access our low-cost model portfolios simply and cheaply." He adds: "We hope to offer t...
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