Adviser demand has led to discretionary investment manager, PortfolioMetrix being added to two more major UK platforms – 7IM and Zurich. This follows recent additions to FundsNetwork (September 2016) and Aegon (August 2016). Previously advisers could access the PortfolioMetrix range via Wealthtime, Transact, Standard Life, Nucleus and Alliance Trust Savings.
Verona Smith, Head of Platform at 7IM comments: “We’ve been extremely impressed with the PortfolioMetrix offering and we know advisers will be very pleased to access a range of their portfolios via the 7IM platform.”
Alistair Wilson, Head of Retail Platform Strategy from Zurich comments, “We are pleased to offer the PortfolioMetrix range on our platform following recent adviser demand. This addition reflects our commitment to developing high-quality investment solutions that meet the changing needs of advisers and their clients”.
Dave Chessell, PortfolioMetrix UK Distribution Director comments: “Momentum continues to build for the PortfolioMetrix offering among advisers and it’s good to see major platform players such as 7IM and Zurich responding by opening up access to our portfolios.”