Blue Sky Financial Planning are delighted to announce the launch of a bespoke, institutional-priced model portfolio service for its clients in conjunction with Legal & General’s (L&G) Asset Management Division.
Blue Sky are only the third financial planning company in the UK to be offered this service by L&G and this powerful partnership comes on the back of many years of engagement and collaboration between the two companies.
L&G will provide a range of multi-asset solutions for Blue Sky’s clients across the UK, offering a blend of multi-asset solutions to complement existing client portfolios. They will also manage the rebalancing of the model portfolios to ensure that investments remain aligned with the risk profiles of Blue Sky’s clients.
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“We are delighted to partner with Blue Sky and look forward to working with them across a broad range of funds and research capabilities. L&G has made considerable progress with the growth of our MPS business, welcoming new clients, partners and platforms in recent months. Our combination of scale and investment expertise means we are well positioned to offer clients like Blue Sky tailored and robust investment propositions at a competitive price.”
Ben Cherrington, Head of UK Wholesale, LGIM