Model Portfolio Service for international financial advisers

Edale’s Model Portfolio Service (MPS) allows international financial advisers and their clients around the world to access independent third party portfolio management.

Our aim is to make investing easier. Outsourcing model portfolios allow the adviser firm to drive efficiencies into their businesses while decreasing their business risk.

It is an ideal solution for offshore financial advisers looking to outsource the management of their expatriate client portfolios. This service allows the adviser to focus on estate planning and financial planning with an investment specialist in the engine room; Edale performs fund research, asset allocation and provides risk profiling tools.

The service is transportable to cover existing policyholders and client banks, therefore, the service can be used with offshore life company investment policies both regular premium and lump sum. Or enhance a bancassurance relationship or be used for a segregated portfolio with a private bank or custodian.

We can provide a full breadth of risk profiled portfolios across major currencies: US Dollar, Sterling, Euro and Swiss Franc.

If you are interested to discuss how it works or receive more information please contact us.