Sesame Bankhall has teamed up with Henderson Global Investors to launch a new investment arm for its clients.
Optimum Investment Management is designed to allow advisers to create bespoke investment solutions. The firm will offer a range of multi-asset, multi-manager solutions that can be blended and rebalanced to match a client’s risk appetite.
The fund’s will be managed by Tony Lanning, multi-manager director at Henderson, with Helen Bradshaw as co-manager.
George Higginson, chief executive of Sesame Bankhall, says: “This new service will help advisers to deliver a more efficient, valuable and bespoke service to their clients. We are helping advisers to write business safely and efficiently, which will become even more important in a post-RDR world. The new service will also give advisers the opportunity to de-risk their business by incorporating a compliance process that helps firms to better manage regulatory risk when writing investment business.
“We are helping advisers to increase the value they offer their clients and deliver an ongoing service. This in turn will help advisers to develop more recurring revenue and, ultimately, to build greater embedded value in their firm.”
The news follows the announcement that Sesame has signed a strategic partnership with the UK arm of Australian wealth management software provider Iress.