26 Mar 2025
In the last quarter of 2024 we enhanced our investment proposition at Wealth Professional by partnering with Portfoliometrix (PMX), a multiple award-winning Discretionary Fund Manager and model portfolio provider.
Alex Funk (Chief Investment Officer UK), talks through our investment process, based largely on macro-economic inputs and market valuations, and our unconstrained approach to specialist global fund manager selection. Please click here to view.