threesixty clients to gain access to margetts fund management services
threesixty, the fee-based IFA support services provider, and Margetts Fund Management Ltd (“Margetts”) have today announced the establishment of a joint venture to offer threesixty clients the full range of Margetts’ risk-rated multi-manager fund services. The move is part of a range of new asset allocation services currently being launched by threesixty.
Working closely together, threesixty and Margetts will develop Margetts’ existing range of risk-rating tools, client portfolio reports and suitability letter templates to provide optimum benefit to threesixty clients.
Toby Ricketts, Margetts Investment Director, commented: “This is a significant development for our business as this venture will further improve the services we can offer to clients and increase the exposure of the Margetts funds to the IFA market. We are delighted to be working with threesixty as they have considered a number of potential partners and said that they selected Margetts due to our consistent performance, long standing experience in the multi manager market and our risk-rated philosophy.”
David Ingram, Partner at threesixty, added: “Margetts is an ideal fund management house for us to work with on this aspect of asset allocation. Outsourcing asset allocation in this way is a perfect answer for many firms and, together with other services we are launching this month, will provide a comprehensive solution to this key area.”