All four of our model portfolio services for advisers – Hybrid, Mosaic, Responsibly Managed and Income – are now available through Dynamic planner.
Since launching FE Investments more than five years ago, we have become one of the fastest growing discretionary managed fund providers in the UK*. We now manage more than £2.2bn of assets for hundreds of financial adviser firms across the UK and on 11 platforms.
Offering our portfolios through Dynamic Planner gives financial advisers the flexibility to choose a risk profiling software that suits the needs of their business and clients. At FE Investments, our goal is to enhance the quality of service that financial advisers offer.
A range of risk-targeted portfolios with an excellent track record
Our investment philosophy is distinct – we focus on controlling risk and maximising diversification. Our portfolio range helps meet the differing suitability needs of advisers’ clients and we work closely with advisers to compliment the various aspects of their target operating models.
To find out more about our model portfolio services and how we work with advisers
*2019 Platforum report