Employee-owned Chartered financial planning firm Blue Sky Financial Planning has partnered with Legal & General’s (L&G) asset management division to deliver its model portfolio service (MPS).
L&G will provide a range of multi-asset solutions for Blue Sky's clients across the UK, aiming to offer a blend of multi-asset solutions to complement existing client portfolios. It will also manage the rebalancing of the model portfolios to ensure that investments remain aligned with the Southwest planner's clients' risk profiles. These portfolios will also include a completion portfolio to "capture broad macro and thematic views". The completion portfolio contains a selection of active managers as well as L&G's in-house funds such as the L&G Artificial Intelligence UCITS ETF and the ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
