Pacific Asset Management has been appointed as core MPS partner to the range of in-house advisory portfolios run by Mark Dean Wealth Management, an independent financial adviser based in London.
Mark Dean Wealth Management MD Dean Mullaly said the firm had carefully researched a large number of investment managers. “As regulatory, operational and administrative pressures continue to mount, we sought a multi-asset investment partner that could work with us collaboratively to deliver benefits to our clients as well as our business.”
Mullaly said the appointment offered “institutional expertise combined with cutting edge adviser tools and adviser technology enables us to enhance overall portfolio diversification we can provide to our clients, access a wide toolkit of asset classes and investment styles, and make real-time changes to portfolios when required.”
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