Investment research company Investors Partnership Research is designing a bespoke portfolio management service for small IFA firms.
The company is in negotiations with several big IFA networks and nationals to provide them with bespoke discretionary portfolio management services.
It plans to develop a scaled-down version of the service using a software package for smaller IFAs and one-person bands.
IPR has been providing research and portfolio and discretionary management advice since 1996.
Chairman Anthony Curtis, a former JO Hambro director, says one of the company's main strengths is its close contacts with most of the big investment firms in the UK.
He says: “We have all the numbers covered but our strength is in getting to know the fund managers.”