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Throgmorton enhances offering with Wellian Investment Solutions’ multi asset portfolios

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Wellian Investment Solutions’ model portfolio service has recently been selected by Throgmorton Private Capital as part of its new investment proposition for its 25 advisers.

The decision to select Wellian as a DFM partner followed an extended due diligence process to identify the most suitable model portfolios for its clients.
 
Throgmorton has a wide range of investment options available to its advisers across a range of platforms including Wellian’s service.
 
As a result of the new partnership, Throgmorton’s clients will now be able to benefit from Wellian’s nine risk graded portfolios which have been independently recognised with a Defaqto five star rating.
 
Chris Mayo, investment director of Wellian Investment Solutions says: “One of the main benefits of our multi asset solution is that advisers are not restricted to a single fund but are able to combine our offerings to better meet client suitability. It is that added flexibility which is likely to appeal most to Throgmorton’s advisers and we are looking forward to working with their team to ensure the client need for an adaptable and efficient service is always fully met.”

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