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Hubwise to bespoke portfolio service


Tatton Investment Management, the IFAs’ investment manager, has made its platform-based Bespoke Portfolio Service available through Hubwise.Soft launched earlier in 2020, the Tatton Bespoke Portfolio Service is the first scalable platform-based bespoke discretionary management service to be offered through investment platforms.  The Tatton Bespoke Portfolio Service (BPS) breaks the perception that specific bespoke client portfolios can only be run by traditional discretionary fund managers using their own custody.  This, combined with charging a market leading AMC of 0.375 per cent (+VAT) and providing a high level of service, puts both the advisers and their clients at the heart of Tatton’s new proposition.

Tatton’s Bespoke Portfolio Service has been made possible by both regulatory and technology changes offered by Platforms which now allows for full flexibility of both investment vehicles and for the construction of client portfolios that can meet specific requirements; leaving the adviser in full control of the onboarding, cash flow management and suitability process. 
Claire Bennison, Director of Investment Solutions, says: “We offer both advisers and their clients real value in a marketplace that is largely wedded to old practices and higher fees. We are pleased that Hubwise have developed the technology for us to offer this service.  Given the success of our soft launch we expect this service to continue to grow and offer a real challenge to a traditional marketplace due to the value in both price and service advisers and their clients can now receive.” 
Angus Macdonald, CEO of Hubwise, says: “We have invested significantly in our DFM solution over the past year to deliver investment capabilities unmatched on most other platforms, features like floating models, fractional ETF trading and mixed currency models. Our close collaboration with Tatton to enable their direct and online access to bespoke client portfolios including CGT analysis, has been greatly welcomed by the advisers using our platform technology to secure the best outcome for their clients.”

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