Pacific Asset Management MPS risk-rated by leading providers

by | May 17, 2023

Pacific Asset Management (PAM), the London-based asset manager, today announces that its Model Portfolio Solutions (MPS) range has secured independent risk rating assessments from Defaqto, Dynamic Planner and Oxford Risk.

PAM offers an innovative and progressive asset management model, built from the ground up with cutting-edge proprietary technology and institutional asset management infrastructure. When partnering with advisers, PAM designs and manages an investment proposition that’s tailored to a firm’s specific needs.

PAM’s Technology Enabled Adviser Solutions has assets under management of £2.3bn and compromises portfolio ranges including Core Growth, Sustainable, Income and Passive. The PAM MPS range also has a 5-Star rating for DFM MPS on platform from Defaqto for 2023.

Using their proprietary technology platform, PAM builds a customised, adviser-branded web portal which is fully equipped with a suite of adviser tools and tech-enabled resources. PAM create adviser-branded materials, including client proposals, review packs and useful client facing materials.

PAM’s technology relieves some of the time-cost when onboarding and client servicing, providing strong client outcomes and added value.

Ben Sears, Head of UK Solutions at Pacific Asset Management, said: “Following demand from our adviser partners we sought to rate our portfolios from the leading riskprofilers in the market. The risk-rating of our fast-growing MPS will enable our adviser clients to streamline their processes when investing in our portfolios, obtaining these ratings was the next step to further integrate our investment solutions into the advice process.

“We have built our portfolio range on our scalable, institutional-quality, tech-enabled architecture which allows us to customise our offering and form true partnerships with our adviser clients.”

This announcement builds on the appointment in March of Elliott Kibble as Associate Director in the UK Adviser Solutions team, responsible for the distribution of PAM’s MPS. He was previously with LGT Wealth Management.

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