Skandia to help IFAs provide DFM service

clock

Skandia Investment Group (SIG) has launched a new service enabling advisers to provide a discretionary management style service.

Spectrum Select, an enhancement of SIG's Spectrum range of risk-rated funds, gives advisers the tools to provide a personalised investment service to clients, SIG said. The service consists of an online microsite for advisers and a client-facing microsite. Spectrum's largest IFA supporters will get access to the service first via the Skandia Investment Solutions platform and Skandia's Life and Pension products. The adviser microsite allows IFAs to view the portfolios of all of their Spectrum-invested clients and provide them with co-branded, personalised quarterly reports. Repor...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

The wonder women from Fundcalibre's rated funds list

The wonder women from Fundcalibre's rated funds list

'These two top-rated women have been quietly delivering for investors for the long term'

Darius McDermott
clock 06 March 2025 • 5 min read
Schroders AUM reaches £779bn as profits rise 14%

Schroders AUM reaches £779bn as profits rise 14%

Firm gives strategy update in full year results

Sorin Dojan
clock 06 March 2025 • 2 min read
Advisers 'can't ignore ESG anymore': Aegon's Beacham

Advisers 'can't ignore ESG anymore': Aegon's Beacham

‘Encouraging ESG investing no longer a difficult task for advisers’

Sahar Nazir
clock 05 March 2025 • 1 min read