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Cube’s Managed Portfolio Service now available via Platform One


Cube’s Managed Portfolio Service, the UK’s first risk-targeted structured product portfolio service, is now available to UK financial advisers using Platform One. 

Advisers can now access three portfolios that are managed by James Brearley & Sons using risk return analytics provided by Cube.

This is the first time that UK advisers and their clients will have access to a range of discretionary managed portfolios of structured products that are designed to deliver defined income and growth outcomes. The launch marks a significant development in the UK platform space that allows advisers to access the benefits of institutional structured products as well as the easy dealing, transparency and security via a platform offering.

“I am delighted that Cube’s Managed Portfolios Service has been made available to advisers using Platform One,” says David Stuff, Chief Executive of Cube. “With a strong and proven track record for performance and best-in-class reporting, I think that this represents a real milestone in the development of the UK investment landscape, offering genuine differentiation and innovation via Platform One.
“With MiFID II on the horizon, we’re seeing more and more demand from advisers who are looking to benefit from the enhanced returns and capital protection of structured products but don’t want the time-consuming hassle and regulatory risk of selecting individual products.”
Michael Fordham, Managing Director of Platform One, says: “This new development marks real progress in the way that structured products can be used to provide genuinely differentiated returns with clearly defined risks. Advisers and their clients who use Platform One can now access truly diversified portfolios that benefit from: institutional pricing, daily liquidity, MiFID compliant reporting and best-in-class analytics.”

The Cube Model Portfolios include: Cautious Defensive Return, Cautious Defensive Income and Balanced Growth. The Model Portfolios are managed on a discretionary basis by James Brearley & Sons, and will invest exclusively in Structured Products. There is a mandate for each Model Portfolio that defines the type of Structured Product the Investment Manager can buy, in satisfying the defined investment objective and risk limits of each.

The Service is available to most investors including individuals, charities, trusts and companies. It may be used as part of a general investment portfolio. It can also be applied to funds held in an ISA or SIPP and it may qualify for inclusion within an offshore life company bond for certain international investors.

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