PortfolioMetrix partners with ATS adviser platform

Added 20th May 2016

Discretionary fund management (DFM) firm PortfolioMetrix has partnered with the Alliance Trust Savings (ATS) platform, providing advisers access to a range of PortfolioMetrix portfolios.

PortfolioMetrix partners with ATS adviser platform

The portfolios are designed to deliver reliable risk and return separation of portfolios, achieved through an academically-robust, risk-based investment approach.

According to PortfolioMetrix, its proposition is different to most DFMs and model portfolio providers because it puts advisers at the centre of the investment relationship with their clients, which allows for a deeper client analysis, de-risks their business, and enhances productivity via improving efficiency.

Dave Chessell, PortfolioMetrix’s UK distribution director, said: “We aim to provide a compliance-focused, cost-effective and cost-efficient investment service that delivers what it promises.

“The ATS platform also has a strong emphasis on overall value, offering low cost, flexible charging and access to a wide range of carefully selected funds. This is why it’s the perfect partner for PortfolioMetrix.”

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Kirsten Hastings

Senior Reporter

Kirsten is a senior reporter for International Adviser, covering global news stories about the financial services industry. She joined Last Word Media in October 2015 after two years working as a reporter covering the staffing and recruitment industry. Kirsten has a Masters in Financial Journalism from the University of Stirling. 


The turning tide of global equities

The turning tide of global equities

Despite a gloomy beginning to the year, global equities have started to outshine the backdrop of economic malaise that threatened their upward trajectory, with the index delivering 19.2%




Ashburton International
Ashburton International

Ashburton Investments is a new generation investment...



Offshore Bond Workshop Glasgow 2016
Offshore Bond Workshop Glasgow 2016

22nd November 2016
The Grand Central Hotel, Glasgow

Future Advisory Forum Dubai 2016
Future Advisory Forum Dubai 2016

23rd November 2016
Shangri-La Hotel, Dubai 

Sponsored Content

Investment Strategy