Our Managed Portfolio Service (MPS) is now available on the Zurich Intermediary Platform.

Managed Portfolio Service now available on Zurich platform

Managed Portfolio Service now available on Zurich platform

We’re pleased to announce that our Managed Portfolio Service (MPS) is now available on the Zurich Intermediary Platform.

 

Launched in 2014, and now approaching £100m, the five risk-targeted investment models – Cautious, Steady, Moderate, Progressive and Adventurous – are also available on Standard Life, Nucleus and Novia adviser platforms.

 

Matt Strachan, our Chief Investment Officer, said: “Due to demand we are delighted to make our MPS range available to intermediaries who use the Zurich platform. This is part of our distribution growth strategy to expand the availability of both our MPS and AIM IHT model portfolio service on 3rd party platforms.”    

 

With more than £410m assets under administration and advice, our models are designed to achieve positive returns over the medium to long term, while generating an honest income and controlling volatility. The Ongoing Charge Figures (OCF) range from 0.50% to 0.67%. These exclude the Thorntons Investments fee of 0.30% plus VAT.

 

Alistair Wilson, Zurich’s Head of Retail Platform Strategy said: “We are delighted to have Thorntons Investments join the existing Discretionary Fund Managers onto our Platform. The use of DFMs by advisers to make investment decisions continues at pace.  In offering Thornton’s 5 different model portfolios advisers will be able to provide more choice and further planning solutions for their clients.”

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