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Selestia and Berkeley link for risk-rated Isa portfolios

Multi-manager platform Selestia has teamed up with IFA network Berkeley Independent Advisers to offer a choice of four new investment portfolios for the Isa season.

The portfolios, conservative, select, performance and income, have been devised by Selestia&#39s portfolio construction technology, and bring together a selection of funds from the Selestia platform.

Selestia is providing marketing aids for Berkeley members to help clients understand the benefits of Isa investment.

Selestia sales director David Hazelton says: “Selestia is all about taking the strain out of the investment process for the IFA and that is what we are intending to do for BIA members. The portfolios have been through a rigorous, best practice, construction process. They provide investors with tailored choices to help maximise returns and minimise investment risk.”

BIA resource development director Michael Page says: “We chose to work with Selestia because of their commitment to come up with the best solutions for our members and the strength of their technology platform. The system is quick and easy to use and anything that helps our members write business quickly has got to be good news.”


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