PortfolioMetrix added to Aegon platform

Added 31st August 2016

Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.

PortfolioMetrix added to Aegon platform

PortfolioMetrix has tailored a package of its most popular risk-rated portfolios for access via Aegon.

Previously UK advisers had to access PortfolioMetrix via Wealthtime, Transact, Standard Life, Nucleus, and more recently Alliance Trust Savings.

Nick Dixon, investment director at Aegon, said: “PortfolioMetrix is building a strong reputation in the UK and we recognised increasing demand from advisers to access a range of their portfolios. Because of this we’ve worked quickly to set up access via the Aegon platform, adding the PortfolioMetrix portfolios to the growing number of discretionary fund managers our adviser partners can select.”

Dave Chessell, PortfolioMetrix UK distribution director, said: “Talking to advisers it was clear there was demand for us to increase access to our portfolios via UK platforms. That we have been able to join one of the most respected UK platforms so swiftly is impressive and will be welcomed by many advisers who are keen to work with us.”

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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. 

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