Clients - Asset Management

Our clients include some of the largest global banks, life and pension companies, wealth managers, platforms and building societies.


Dominic Holmes
Aegon UK Scottish Equitable

Natasha Phillips
Chartwell Group

Nick Bamford
Informed Choice

Rob Hudson
Chartwell Group

Verona Smith
Cofunds

The F&C Lifestyle range is based on Asset Allocation models generated by Distribution Technology. Click http://www.mrscohen.com/new-model-adviser/fandc-investments-lifestyle-funds/a407528 to find out why they believe it is important to align the funds to the popular Dynamic Planner risk categories provided by Distribution Technology.

LV= Asset Management has risk-rated multi-manager portfolios that target each of the risk profiling scores between four and seven inclusive on Distribution Technology’s Dynamic Planner risk-profiling tool. Dynamic Planner then assigns volatility targets and asset allocation.

The F&C Lifestyle range is based on Asset Allocation models generated by Distribution Technology.

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