Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at

JP Morgan fund and private bank arms team up for model portfolio launch

by Sarah Miloudi on Nov 12, 2012 at 09:43

JP Morgan fund and private bank arms team up for model portfolio launch

JP Morgan Asset Management has launched a range of model portfolios for its adviser clients.

The investment house has rolled out the launch ahead of its Adviser Solutions outsourcing tool coming to the market next year.

Adviser Solutions is designed to support the management requirements, investment and client servicing needs of UK advisers, including record keeping and regulatory requirements, as well as helping with investment research and selection.

Advisers will be able to manage all of these online, and the tool will be complimented with a suite of actively managed discretionary portfolios and fund of funds.

As part of its initial model portfolio launch, advisers will be offered access to the following: 

  • JPM Elite Portfolios, which will consist of six whole-of-market and actively managed portfolios that are multi-fund, run on a discretionary basis and risk-graded; and
  • JPM Fusion fund range, which will consist of five whole-of-market fund-of-funds, actively managed with each one strategically positioned at a key point on the risk spectrum. This solution sees JP Morgan Asset Management team with JP Morgan Private Bank. The portfolio will draw on the asset allocation, fund selection and risk control systems of J.P. Morgan Private Bank.

JP Morgan said that both offerings are designed to be competitive and transparent.

'UK advisers are facing significant changes to their business models under the retail distribution review and are finding themselves under pressure to continue to deliver the very best advice whilst ensuring a high level of reporting and client servicing,' said Jasper Berens, head of the UK funds business at JP Morgan Asset Management, in a statement.

Berens (pictured) added: 'JP Morgan Adviser Solutions has been built to help advisers who wish to outsource their clients’ investments, to do what they feel they do best, which is financial planning.'

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Sponsored Video: Bringing it all back home

As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

Investing for income in a changing environment

With talk on interest rates on the horizon, our latest roundtable debate covers income investing against a changing backdrop

More about this:


On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet