Three more platforms to offer FE Investments’ portfolios

10 February 2021

Three additional investment service platforms will offer access to FE Investments’ range of risk-targeted portfolios, taking the total number of platforms on which the portfolios are now available to 17.

Aegon, FundsNetwork and Old Mutual Wealth* are the latest platforms to offer FE Investments’ Hybrid, Income, Responsibly Managed and Mosaic portfolios, which are risk-adjusted.

FE said its approach to portfolio construction “differs to traditional methods”, concentrating on risk targeting and diversification of funds, rather than selecting the ‘best in class’ of differing assets.

Having launched as a consultancy in 2012, FE Investments now has more than £3.5bn of assets under management (AUM).

Oliver Clarke-Williams, Portfolio Manager at FE Investments, said: “The volatile markets in 2020 demonstrated to many investors the importance effective risk management within their portfolios. That we have been able to grow our AUM in these challenging circumstances and further increase our presence on platform demonstrates the effectiveness of the FE Investments’ approach. 2021 promises to be another year of growth for FE Investments and DFMs in general as investors look to readjust their portfolios to benefit from any potential market upside.

“The inclusion of our portfolios on the Aegon, FundsNetwork and Old Mutual Wealth platforms is the latest step in this journey and will further increase our range of distribution among advisers and their clients. Having access to our portfolios will allow Aegon’s, FundNetwork’s and Old Mutual Wealth’s clients the chance to benefit from our unique approach.”

*The portfolios will be available to those who have migrated to Old Mutual Wealth’s new platform technology.

Professional Paraplanner