Söderberg & Partners launches new DFM business

Söderberg & Partners Asset Management has launched a new discretionary fund management (DFM) business which will be available on several adviser platforms.

The wealth manager believes its trio of new model portfolio ranges can support advisers in meeting their obligations to provide value for clients under Consumer Duty rules.

Söderberg & Partners, which manages circa £70bn in assets under management (AuM), announced its entry into the UK financial services market last year, with a strategy to create investment solutions supported by next generation technology. The independent firm is led by Fredrik Börjesson, who has been based in the UK for 15 years.

The firm’s three new product versions offer options for investors choosing between active and low cost, or a focus on sustainability. Each of these three core ranges has four different risk-graded model portfolios, which are “adventurous”, “growth”, “balanced” and “cautious”. The model portfolios are also comprised of active mutual funds and passive index tracking funds from asset managers.

Söderberg & Partners confirmed the portfolios are available on its own adviser platform, as well as selected platforms including Aviva, Transact and Quilter.

Head of Söderberg & Partners, Fredrik Börjesson, said: “We are proud to unveil our DFM solution, offering a suite of model portfolio solutions that meet a wide range of client needs. In the era of Consumer Duty, advisers must consider client outcomes and value for money in all their product choices.

“We believe the low-cost options available in our core range in particular, will help deliver consistent returns in a cost-effective way. We look forward to making these new model portfolios more widely available on selected adviser platforms in the coming weeks and months.”



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