We have partnered with leading asset manager Schroders to create a range of co-branded and risk-targeted Wealth Portfolios. Each Wealth Portfolio provides advisers with a high quality, independent fund solution that’s fully integrated with the Dynamic Planner investment process.
The co-branding of the funds reflects Dynamic Planner’s close involvement in their manufacture and oversight. A representative from Dynamic Planner’s Asset & Risk Modelling team sits on Schroders’ investment committee, monitoring each portfolio’s risk profile and performance to ensure investment suitability is maintained.
Wealth Portfolios have been specifically designed to align with the Dynamic Planner risk profile framework, which the fund management teams report against. Each portfolio provides high-quality, discretionary portfolio management-style reporting, but also has highly competitive ongoing costs, helping you manage total costs for your clients.