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Winterthur in major investment revamp

Winterthur Life UK has revealed plans for a major revamp of its investment management proposition in a move it says is a “significant” development for the company.

Full details will be released in mid-October but the firm says the “enhancement” will include increasing the “depth and scope” of its tailored selection of investment funds across the different asset classes.

Negotiations are still being carried out regarding the fund links but Winterthur has confirmed that the number of investment houses will rise from 18 to 29.

It has adopted a multi-manager approach to investment management since 1993 and in 1999 launched its tailored selection fund range which offers access to 40 funds from 18 management houses.

It simultaneously created an elite range, including three fund of funds – the elite cautious managed fund, elite balanced managed fund and elite stockmarket managed fund.

Head of sales David Thompson says the changes will strengthen the firm&#39s proposition to meet the expectations of advisers and clients who he says want more choice and support as well as value for money.

Thompson says: “Our enhanced investment pro-position will see an even more rigorous pre-selection process, with greater accessibility to a range of quality external funds.

“It will see our popular tailored selection range enhanced for our pension products and the investment bond, with improved investment communications for advisers.”


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