Newcastle-based wealth management firm Tier One Capital has set up a partnership with London-headquartered specialist fund management company Liontrust.
The partnership aims to enhance the opportunities for existing clients and attract customers looking for financial advice.
It will provide Tier One Capital’s clients with access to Liontrust’s fund managers, including their specialist investment teams, covering global equities, fixed income and multi-asset, as well as benefiting from Liontrust’s expertise in managing ‘Dynamic Beta’ portfolios.
Tier One Capital provides financial planning advice, savings, investment management and direct lending services.
Opportunity
Paul Blight, head of wealth management at Tier One Capital said: “This partnership not only adds value to the outstanding service already provided by Tier One Capital, it also offers new opportunities to our existing portfolio of clients through the expertise of the specialist teams at Liontrust.
“We are looking forward to delivering continued strong results for our clients through new the opportunities created through our partnership with Liontrust.”
John Husselbee, head of the Liontrust multi-asset team, said: “Our portfolio service strives to add value through what we call TMS – the transparency, value for money and suitability we seek to provide – and deliver the investment outcome expected by clients dependent on their appetite for risk.”
