Details

Created on Tuesday, 29 November 2011 09:00

Parmenion, the investment solution and adviser support specialist, today announced that it has created an alliance with Sarasin & Partners, to provide a range of investment solutions – The Sarasin Premium Investment Portfolios – that can be tailored to the specific needs of investors. 

The Sarasin Premium Investment Portfolios are only available through Parmenion and governed under the Parmenion discretionary management mandate.  The investment portfolios can be adjusted across a spectrum of risk grades to suit the risk requirements of individual investors.  The minimum investment for adviser’s clients is £100k.

The bespoke solutions draw upon the expertise of Sarasin & Partners (“Sarasin”) who provide the underlying investment portfolios.  Sarasin believe that a flexible investment policy is necessary in order to achieve the required ‘target return’ objectives that these portfolios have.

Sarasin employ a forward-looking fund selection process that identifies actively managed funds with a clearly defined investment objective and that preferably have an experienced manager at the helm.  This is overlaid with a combination of quantitative and qualitative analysis backed up by detailed risk monitoring. 

Parmenion’s in-house investment team then blends the portfolios across a spectrum of risk grades to create individuallytailored portfolios aligned to each client’s risk profile and tolerance level. 

Richard Mein, Managing Partner at Parmenion, said:

“Advisers demand a range of solutions from trusted wealth management professionals and we continue to build the investment offering available via our platform.  We have joined forces with Sarasin & Partners to provide a range of tailored solutions for wealthier clients.   

“We understand the importance of an adviser business, no matter how large or small they are, having a first class investment proposition at the heart of their business proposition and more and more firms are turning to discretionary fund management operations to access the best solutions for their clients.”

Sam Jeffries, Private Client Investment Director and Head of Third Party Funds, at Sarasin & Partners said:

“We are extremely pleased to be working with Parmenion to provide investment solutions for their clients.

“We recognisethat most clients have a long term investment objective and these portfolios endeavourto offer solutions with different risk and return profiles that are aligned to clients’ investment objectives. The Sarasin Premium Investment Portfolios are anchored on risk grades that have longer term target return objectives.  The solutions are designed to match carefully researched collective investments within the framework of individual portfolio construction.” 

IFAs will have access to the Sarasin solutions by registering via the Parmenion platform at www.parmenion.co.uk