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Aisa Int’l teams up with LGT WM to launch sustainable model portfolios

By Robbie Lawther, 17 Apr 23

They will address European investors’ desire to invest in and support environmentally and socially responsible businesses

Prague-headquartered Aisa International has rolled out a range of sustainable model portfolios, in partnership with LGT Wealth Management.

The portfolios have been designed and constructed by LGT’s sustainable model portfolio committee and are available to Aisa’ s OpesFidelio network of advisers from April 2023.

They are comprised of three risk-rated portfolios, which have three risk targets assigned to each and are available in euro, US dollars and British sterling.

The sustainable model portfolios are based on, and named for, clients’ risk appetites including cautious, balanced or adventurous.

Chris Lean, investment director of Aisa International, said: The new sustainable model portfolios address European investors’ desire to invest in and support environmentally and socially responsible businesses, while generating capital growth according to their risk tolerance.”

Max Durrant, executive director of OpesFidelio, added: “This is a much-welcomed addition to our model investment offerings for members’ clients to have access to, and we feel confident that LGT is the ideal partner in the sustainable world of investments and one which we are extremely proud to partner with. This is a significant development that will only add to the overall client experience of our services and the value it represents.”

Tags: Aisa Group | LGT

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.