Psigma Investment Management is pleased to announce that its Platform Portfolio Service can now be accessed on Old Mutual Wealth. This addition supports Psigma’s commitment to providing investment solutions where advisers need them most: giving them access to Psigma’s investment expertise across a wide range of platform partners.

By expanding its platform availability, Psigma is now able to support more advisers in their efforts to gain Psigma’s asset allocation expertise for their clients. Psigma’s Platform Portfolio Service offers advisers a cost-effective way for their clients to access its Socially Responsible Investment and Managed Portfolio Services. The Platform Portfolios available invest in a wide range of asset classes, from emerging market equities to cash, using both passive and active investments.

Psigma’s Platform Portfolio Service can also be accessed through Advance (Formerly Zurich), Ascentric, Aviva, Embark, FundsNetwork, Fusion, James Hay, Standard Life, Transact, 7IM.

Karen Blatchford, Distribution Director at Old Mutual Wealth, said:

“We are pleased to be able to support the Psigma portfolios on our new technology platform, allowing advisers more choice and control of the investment propositions they offer to their clients.”

Psigma’s Head of Business Development, Lee McDowell said:

“We are very pleased to be partnering with such a widely recognised and established platform as Old Mutual Wealth and look forward to working closely with their advisers and providing a high-quality managed portfolio service via our Platform Portfolio Service.”

If you would like to find out more about Psigma’s Platform Portfolio Service, please contact businessdevelopment@psigma.com

 

Notes to Editor

All information is correct as at 1st February 2021.

 

About Psigma Investment Management

Psigma Investment Management is a privately owned Discretionary Fund Manager (DFM). The company was launched in 2002 and offers investment solutions to private clients, charities, trusts and pension schemes.

The company is dedicated to growing and protecting the real value of its clients’ assets. Using dynamic asset allocation and being early adopters of a multi-asset, multi-manager approach, it provides investment portfolios that are constructed to deliver above inflation returns.

The strength of Psigma’s investment approach is evidenced by its Defaqto ratings. Psigma is one of only seven Discretionary Fund Managers to have achieved Defaqto 5 Star ratings in both Bespoke and MPS categories for nine consecutive years. In addition to this, Psigma was recently given the 5 Star DFM MPS on Platform rating for the sixth year running (2016 to 2021 inclusive).

The company is committed to providing the highest standards of service and delivering the best possible client outcomes. In recognition of this commitment, Psigma Investment Management has been given a Gold Defaqto DFM Service Rating. The company also pays particular attention to the ongoing development of its people’s technical skills and knowledge and supporting wider initiatives that benefit society.

Punter Southall Wealth, of which Psigma Investment Management is a division, manages over £3.47bn AUM (as at 31st December 2020).

Psigma Investment Management is part of the Punter Southall group of companies, a broad-based financial services organisation. The Group has £44bn in assets under influence (as at 31st December 2020).