Investors may choose between portfolios that are designed to maximise capital growth or income, and the investments are kept on the Præmium investment platform.
Financial advisers who lack the resources to develop their own comparable discretionary schemes may recommend it to their clients, while advisers with larger firms are invited to talk to Alexander Forbes Offshore executives about agreeing terms to do likewise, operations director Richard Buchanan said.
Alexander Forbes Offshore managing director Niall Doran said the company believed that its discretionary investment package, as conceived with Collins Stewart and Præmium, would offer “something new to investors” who have been shying away from the currently volatile and low-return markets.
“We feel we are bringing something new to investors who, historically, have had to commit much larger sums of cash to benefit from services such as this,” he added.
Buchanan said many investment experts believe Collins Stewart’s multi-asset approach, and its willingness to adjust portfolios in response to changing market conditions, is better suited to the market’s current uncertainty than equity-only based portfolios.
The Alexander Forbes Group was founded more than 75 years ago, and claims to be the world’s seventh largest employee benefits consultancy.
