Aoris fund and SMA portfolio added to platforms
Aoris Investment Management has announced that its unit trust, the Aoris International Fund, and separately managed account (SMA) model portfolios are now available on several platforms.
The SMA has been added to Praemium and Powerwrap Investment menus and would be expected to be live on OneVue in the coming weeks, the firm said.
At the same time, the unit trust was available via Powerwrap and OneVue Investment and was expected to be live on Praemium shortly.
The trend towards SMAs would not seem to be disappearing, and Money Management is currently investigating the drivers and winners from this growth. Advisers who complete our survey will be in the running to win a bottle of Penfolds Grange Hermitage.
Additionally, the company announced the addition of Alexander Ordon as the firm’s head of distribution.
Ordon would be responsible for all sales and marketing functions within Aoris and would report directly to Aoris’ founder and chief investment officer, Stephen Arnold.
He has over 20 years’ experience in wealth and investment management and previously held senior and management roles at JPMorgan Asset Management, Netwealth Investments and Credit Suisse Asset Management.
Recommended for you
Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionally institutional assets.
Three solutions providers – Betashares, Franklin Templeton and Russell Investments – have all launched new ETF products, including one range which uses gearing to help build wealth.
Platinum Asset Management chief executive, Jeff Peters, has shared a progress update on its newly announced turnaround strategy.
There is a role for advisers using inflation-linked bonds in portfolios, according to AXA IM, as the possibility of higher inflation necessitating another US rate hike is not out of consideration.