Albion Strategic Consulting, an independent investment consultancy, has teamed up with P1 Investment Services (P1) to provide its ‘smartersuccess’ investment solution on a flexible basis.
Since 2006, Albion’s smartersuccess service has been an essential for financial planning businesses in the UK. It helps organisations create and manage an effective internal investment programme that is tailored to the unique preferences and decisions of each firm.
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Through the agreement, financial advisers can avail Albion’s assistance with portfolio creation, ongoing governance, and client communications. Additionally, P1’s discretionary service offers operational efficiencies.
Albion’s smartersuccess solution will help advisers enhance their investment offer on favoured platforms. By delivering this service on a discretionary basis, P1 will handle execution and portfolio management, allowing advisers a more practical approach.
Through the partnership, financial planning businesses will be able to operate more efficiently, which will lessen the increasing administrative and regulatory burden that advisers face.
Moreover, P1 will manage the operational components, including execution and portfolio oversight, allowing advisers to focus on providing high-quality financial planning services to clients while having confidence in their investment procedures.
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By GlobalDataAlbion’s financial planning clients manage over £23bn ($30bn) in assets across multiple regions, including the UK and Australia.
Ben Edwards, Director of Albion, stated: “We are delighted to bring this offering to the financial planning community through our collaboration with P1 Investment Services. This allows financial planning firms to benefit from a unique outsourced portfolio management service. This offering enables firms to build an understanding of – and high confidence in – the investment solution they offer to their clients, whilst also benefitting from best execution via a low-cost, high-value discretionary solution provided through an industry-leading discretionary management team.”
James Priday, CEO of P1 Investment Services, added: “We are excited to partner with Albion Strategic Consulting. Albion has been a pioneer in UK financial services, consistently delivering exceptional value to financial planning firms. Our shared philosophy is clear: investing should be systematic, low-cost, and focused on benefiting the end client. Together, we aim to empower advisers by taking care of the operational complexities, allowing them to dedicate more time to what they do best—delivering outstanding financial planning.”
Albion will provide smartersuccess™ as a subscription-based consulting service for advising companies who want to manage their model portfolios in various ways, such as on an advisory basis.
