Alan prefers Pantheon for private-equity exposure; it’s in his own Investec Flexible Model Portfolio. The portfolio, he says, is high-quality with a focus on “defensive sectors such as ...
This and many other reasons are why model portfolios are gaining traction, with advisors seeking structured investment solutions using various portfolio allocation models. Advisors now face the ...
Sarasin & Partners has partnered with MPA Financial Management to create a bespoke suite of model portfolios for clients of the Midlands-based independent financial adviser.