Bringing you live news and features since 2006 

Saxo Modern Wealth Management launches model portfolios for UK clients

RELATED TOPICS​

Saxo Modern Wealth Management, the online investment specialist, has launched a Model Portfolio service designed to help mid to long term self-directed retail investors build diverse investment portfolios through funds, unit trusts or exchange-traded funds.



The Model Portfolios are now accessible to all clients as an integral part of the Saxo MWM platform.

A specially designed tool, Ideator, helps clients determine their general risk profile. The Model Portfolios are then independently selected, by Morningstar Investment Consultants, to match the Ideator profiles. Clients have the choice to invest in the Model Portfolios as they are or make changes to suit their investment goals.

The portfolios can be accessed via ISA and SIPP accounts which are provided by European Pensions Management as well as through general investment accounts on the MWM platform.

Investors who are not yet clients of Saxo MWM can view descriptions and examples of fund portfolios on the website (http://www.modernwealthmanagement.co.uk).

Karsten Henriksen, head of Modern Wealth Management for the UK market says: "We are excited to offer our clients diversified Model Portfolios with funds and ETFs as an extra service free of charge. This is pure added value for clients who find it a challenge to build portfolios from scratch, and are faced with a choice of over 3,000 funds, unit trusts and ETFs to choose from."

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by