Model Portfolio Solutions

Technology enabled model portfolio service

Home / Core Capabilities / Model portfolio solutions

FORWARD THINKING ASSET MANAGEMENT ADDING VALUE FOR ADVISERS & YOUR CLIENTS.

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

Our investment solutions, portal, support and technologies will keep you moving forward, always adding value for you, and your clients.

5 star defaqto rated

PAM has received the highest possible rating from Defaqto for 2021: 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.

Testimonials

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

Pacific Asset Management has been a key provider of independent investment solutions and market insights to Strabens Hall’s clients since we appointed them to manage our model portfolio service in August 2018. The range of risk targeted model portfolios in multiple currencies offers a combination of efficient market exposure with a forward-looking dynamic overlay strategy through a single multi-asset fund structure. This blend of investment styles offers a very cost effective, highly diversified and liquid approach to investment management.

- Andrew Hodson, Director - Head of Investment Services, Strabens Hall

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