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MODERN MPS
SOLUTIONS

FOWARD THINKING ASSET MANAGEMENT

MODERN MPS

All PLATFORMS

TECHNOLOGY ENABLED

CUSTOM MANDATES

DELIVER VALUE

EVOLVE YOUR CIP

We’re putting power, control and value back in the hands of advisers, with asset management infrastructure and technology.

Everything we do is built on true partnership with empathy, value and innovation. Our solutions provide asset management tools, resource and expertise to help power a scalable and robust investment proposition.

The Pacific Model Portfolio Solutions are widely available across all leading UK and International Platforms and Life Companies.

5 star defaqto rated

PAM has received the highest possible rating from Defaqto for 2024: 5 Stars for DFM MPS on Platform.

Defaqto Star Ratings are the most trusted independent expert assessment of the products and policies in the market, and are based on facts, not opinions. A 5-Star Rating means that our DFM MPS on Platform service is considered to be one of the highest quality offerings on the market.

INDEPENDENTLY RISK ASSESSED

All of our portfolios are independently assessed portfolios through Defaqto, Oxford Risk, Dynamic Planner and ARC 3D.

Testimonials

Everything we do for advisers is built on a true partnership with empathy, value and innovation. Hear what existing clients have to say.

Our collaboration with Pacific Asset Management has been seamless, professional and exciting! They have supported us continually throughout our journey of switching our clients to them, and we are looking forward to working with them for many years to come.

- Kate Barnard, Director at Richard Jacobs Pension and Trustee Services Ltd

We work closely with Pacific Asset Management as an investment partner to help manage our range of model portfolios across our platforms. This enables us to offer our clients a robust, cost-effective range of investment solutions which react in real time to changes in markets without us having to write to our clients each time an investment change is required. Alongside this we have our own suite of Zen Wealth branded materials and bespoke Online Portal complete with a full range of Adviser tools. We use this to track live portfolio performance and we make extensive use of the bespoke ‘Investment Proposal’ functionality which helps with our client recommendations.

- Patrick Murphy, Partner at Zen Wealth LLP