LGIM partners with advice firm for tailored model portfolios

LGIM will provide five tailored model portfolios for AIM’s clients

Isabel Baxter
clock • 2 min read

Legal & General Investment Management (LGIM) has revealed a model portfolio service (MPS) partnership with investment consultancy and advice firm Apollo Investment Management (AIM).

Through the partnership, LGIM will provide five tailored model portfolios with a range of risk-adjusted strategies for AIM's professional and retail clients under the umbrella of IFP Associates. LGIM will also manage the rebalancing of the model portfolios to ensure investments are continuously aligned with investors' risk and return profiles. The portfolios will be white-labelled, and the wrap-around service will include regular investment and strategy updates from LGIM's investment and distribution teams in conjunction with AIM. The partnership will stretch across a range of fun...

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 DFM & Model Portfolios

A 'tangible' effect on MPS? Industry divided on CGT impact

A 'tangible' effect on MPS? Industry divided on CGT impact

Potential rise of an ‘efficient MPS’ including multi-asset solutions following October Budget

Isabel Baxter
clock 12 March 2025 • 4 min read
MPS movers: Why Quilter, Tatton, Waverton came out on top

MPS movers: Why Quilter, Tatton, Waverton came out on top

Less launches expected as industry has ‘seen the peak’

Isabel Baxter
clock 05 March 2025 • 5 min read
How FCA could tackle review of 'opaque' MPS market

How FCA could tackle review of 'opaque' MPS market

Target market an expected focus as propositions have ‘questions to answer’

Isabel Baxter
clock 03 March 2025 • 4 min read