The Schroder Dynamic Planner Portfolios are managed by Schroders’ multi-manager team which is led by Marcus Brookes.
The five funds are called:
• Schroder Dynamic Planner Portfolio 3
• Schroder Dynamic Planner Portfolio 4
• Schroder Dynamic Planner Portfolio 5
• Schroder Dynamic Planner Portfolio 6
• Schroder Dynamic Planner Portfolio 7
The portfolios enable advisers to conduct a risk profile of their clients and then select investment solutions that are suitable for their requirements. The portfolios will have an ongoing charge of 0.99% and will be available through a wide range of UK adviser platforms.
The team researches over 5,000 funds and then selects the best combination from fund managers across equity, bond and alternative asset classes worldwide. The team will make asset allocation decisions while operating within the Dynamic Planner risk profile so clients' money will always be aligned to their risk profile.
Schroder’s recently acquired two Chartered Financial Planning businesses that came under Schroders' wing after it took a stake in the parent company. Aspect 8, which has 25 Financial Planners, including a number of Chartered Financial Planners and PFS Fellows, as well as four Paraplanners, is part of the deal. It was formed in 1993.
The other business is Evolution Wealth, which is a small network and Chartered Financial Planning firm. Both are based in Horsham, Sussex. The two companies come under the umbrella of Benchmark Capital. Schroders has also taken the stake in Best Practice and parent company Benchmark Capital for an undisclosed fee. Benchmark also includes platform Fusion Wealth and technology firm Creative Technologies.
Benchmark Capital chief executive Ian Cooke will remain a core owner of the business and will continue as chief executive of Best Practice and Benchmark Capital.