Support your clients' goals with an alternative solution to cash
With interest rates potentially falling but GILTs and the wider bond market still offering higher yields, Evelyn Partners have launched a bespoke solution for clients looking for an alternative to cash and deposit holdings.
As part of our Discretionary Portfolio Service (DPS) this bespoke portfolio service offers an actively managed, liquid and fully flexible selection of high-quality cash and bond investments. In terms of pricing due to the limited trading required to manage the portfolio the management fee (including custody) is priced at a very competitive 0.16% (inc VAT) and is available for clients with over £350,000 to invest.
During this 45-minute webinar Ian Kenny, Head of Fixed Income will talk through the proposition, how we construct the portfolios and the benefits to your clients.
