The balanced portfolio has recently been awarded ‘Best Balanced Strategy’ at the Citywire Wealth Manager Investment Performance Awards 2017.
Citywire’s annual Wealth Manager Performance Awards are based on performance research firm Asset Risk Consultants’ (ARC) respected analysis and are strictly quantitative, focusing on risk-adjusted performance over a three-year period. The awards recognise investment managers who deliver consistently great performance for their clients.
The Balanced Portfolio is part of a suite of five volatility controlled Model Portfolios as well as a Strategic Income Portfolio which we offer to our clients at Foresight and these services have been co-managed by Vestra since and are currently available across 16 platforms.
Tony Allan, partner and head of business development at LGT Vestra said: “This highlights the fact that we have maintained our strong out performance on behalf of our advisers, despite challenging market conditions. We have a robust and proven investment approach and a very experienced and exceptionally hard-working team. It is very gratifying to receive industry recognition of this calibre.”