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Ingenious to provide investment management solutions for Unizone

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Ingenious Asset Management, part of UK based investment and advisory group Ingenious,has been appointed by Unizone, the UK based IFA firm, to provide a range of core investment management solutions for its clients.

Unizone provides bespoke financial planning in the UK and the partnership with Ingenious will allow the provision of tailored investment solutions for their clients, with assets currently in excess of GBP350m.
 
In particular, Ingenious has constructed a range of model portfolios, unique to Unizone clients, to address their long-term investment objectives and risk profile, with a particular focus on volatility, maximum equity weights and probability of loss.
 
The portfolios will be run on AXA Wealth’s Elevate platform which provides the flexible structure necessary for the new proposition. The platform will allow a full menu of investment options to be offered by Unizone, from simple tracker funds to a full discretionary service.
 
Ingenious’ appointment is a key development in Unizone’s expanding client proposition as the firm increasingly separates its advice and investment offerings ahead of the implementation of the FSA’s Retail Distribution Review (RDR) in 2012.
 
Founded in 2003, Ingenious Asset Management manages client assets primarily in global multi-asset portfolios and invests through collectives (unit trusts, OEICs, ETFs, investment trusts) to ensure clients are provided with better risk adjusted returns. The firm also runs the Ingenious Global Growth Fund, which offers investors access to Ingenious Asset Management’s highly successful growth strategy within a UCITs Fund.
 
Guy Bowles (pictured), Chief Executive Officer of Ingenious Asset Management, says: “We are extremely pleased to have been appointed by Unizone, a business with clear ambition for growth. Our skills in constructing tailored portfolios are well-suited to Unizone’s business objectives, as well as other IFAs seeking new solutions to become RDR compliant, and we look forward to forming an integral part of the investment process going forward.”
 
Paul Davey, Investment Director at Unizone, says: “We are delighted to be partnering with Ingenious to enhance our client offering. Guy and his investment team have been engaged from the outset and have shown a clear understanding of our business and our clients attitude to risk. They are undoubtedly an excellent fit to provide an investment solution for our clients.’
 
“Our experience with a high percentage of our clients is that they want short term loss and volatility managed effectively to ensure peace of mind. Throughout the due diligence process, it was very clear that the whole philosophy of Ingenious Asset Management matched this very closely in their objective of maximising long term returns.”

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