Paul Stanfield, chief executive of the Federation of European Independent Financial Advisers (FEIFA) said SWM complimented its existing affiliations very well “in keeping with the changing business models” of its members.
The company offers five multi-asset ETF portfolios, with two of the portfolios supplied by iShares/BlackRock as part of their partnership arrangement.
These five actively managed portfolios are graded across the client risk spectrum and designed for a client’s core portfolio requirements, according to SWM.
SWM managing director James Dougall said: “We are able to operate in both a commission-oriented environment or within a fee-based model, where “clean” pricing starts with an annual portfolio management fee of just 50bps”.
He added that portfolios could be encashed by clients in 24 hours without penalty.
