Bringing you live news and features since 2006 


Throgmorton enhances offering with Wellian Investment Solutions’ multi asset portfolios


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.”

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
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