The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Albion Strategic Consulting, P1 Investment Services
Albion Strategic Consulting is partnering with fellow UK-based firm P1 Investment Services to launch a discretionary version of Albion’s smartersuccess™ service.

The service supports firms with building and running an in-house investment programme, based around each firm’s individual preferences and choices.

The partnership provides financial advisors access to Albion’s support with portfolio construction, governance, and client communications, alongside operational efficiencies through P1’s discretionary service.

By offering this service on a discretionary basis, P1 will shoulder the responsibility of execution and ongoing portfolio management.

Albion’s financial planning clients are responsible for more than £23 billion in assets across markets from the UK to Australia. The company is used by more than 80 UK financial planning firms.