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Money Portal adopts Barrie and Hibbert for strategic asset allocation

Money Portal has appointed Barrie and Hibbert to provide strategic asset allocations in line with the client risk profiles identified by the advice firm.

The partnership will give Money Portal Research direct access to the research company’s modeling capability.

Money Portal chief operating officer Andrew Firth says: “We are determined to ensure that those of our advisers offering investment advice are backed up with appropriate asset allocations for identified client risk profiles.

“Barrie and Hibbert are recognised experts in this field and by engaging with them we are able to deliver customised outcomes which eliminate the potential risk of the bias associated with many provider-sponsored asset allocation tools.”

He adds: “We have also taken the opportunity of integrating the new asset allocation framework with our online fact find which, when delivered through Your Money Portal – our version of Intelliflo’s Intelligent Office system, provides further evidence of the leading edge technology support now available to advisers.”

Barrie and Hibbert corporate development director Andy Frepp says: “We believe Money Portal advisers will benefit from the rigorous and independent approach we bring to the construction of bespoke asset allocations.”


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