J. P. Morgan extends direct to consumer offering to include funds from Smith & Williamson
J.P. Morgan Asset Management has added 10 funds from Smith & Williamson to enhance its direct to consumer offering via its WealthManager+ platform bringing the total number of third party funds available to investors to just over 600.
The funds to be added are the UK Equity Income, UK Equity Growth, North America, Far Eastern Growth, Oriental Growth, European Growth, Global, Global Gold and Resources, Fixed Interest, and Multi-Manager Endurance Balanced funds. All the funds will be available via the J.P. Morgan WealthManager+ platform at an initial charge of just 1%.
Launched in 2009, J.P. Morgan WealthManager+ offers a range of investments, products, information and planning tools to enable investors to consolidate existing and future investments as well as plan, view and manage their entire wealth at a glance. In addition to existing J.P. Morgan investment trusts, OEICs and SICAVs, investors also have access to a wide range of investments including managed funds from other fund management groups as well as FTSE-All Share equities, ETFs and bonds.
J.P. Morgan WealthManager+ allows direct clients to make the most of their tax efficient allowances through a sophisticated open-architecture platform that includes the ability to invest via an ISA but also the J.P. Morgan SIPP which gives the choice and flexibility investors need to help them take control of their retirement planning.
A range of financial tools, including example portfolios, access to some of J.P. Morgan Asset Management's best thinking and investment expertise are also available. Tools that enable investors to understand their attitude to risk, as well as create an appropriate investment strategy for them are also on offer.
Peter Feasey, Head of J.P. Morgan WealthManager+ commented: "The platform is going from strength to strength with a choice of over 600 funds from 24 product providers and we will undoubtedly be adding more in the very near future. Now with over 70,000 registered accounts, we are extremely positive about the future growth of WealthManager+. Clients are using the platform to keep track of their entire wealth from the value of their fixed assets to the value and tax-efficiency of their savings portfolios. The platform also offers access to a wide range of investment tools and investment insights from the experts."
Nick Hodgson, Director, Head of Marketing and Sales at Smith & Williamson Investment Management added: "Smith & Williamson is delighted that our key mutual funds are being added to the WealthManager+ platform. This development further demonstrates our rising success as an investment boutique and we are pleased that we are going onto J.P. Morgan's impressive platform."
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