Clifton launches Eden Park IM – Aug 19

We’ve recently announced to the financial adviser press that Clifton Asset Management has launched Eden Park Investment Management Ltd (EPIM), partnering with Charles Stanley & Brewin Dolphin, to provide Discretionary Fund Management (DFM) to advisers.

The launch was featured in FT Adviser, New Model Adviser, Money Marketing, International Adviser, and Financial Planning Today.

EPIM, which received its direct authorisation from the FCA in June, will operate two model portfolio ranges – with five risk-rated models within each:

  • The ‘Brunel’ range will be powered by Brewin Dolphin utilising an active underlying fund manager approach. This will be costed at 0.30% (incl VAT).
  • The ‘Cabot’ range will be powered by Charles Stanley utilising a passive / index tracking underlying approach. This will be costed at 0.25% (incl VAT).

Leading the new discretionary investment process is EPIM-Principle Investment Manager,  Alan Sippetts, who has previously held senior positions at Heartwood Investment Management, Lloyds Private Banking and Legal & General Investment Management.

At the time of the launch, EPIM’s CEO, Anthony Carty, said:

“There are many good providers of DFM services, but we are delighted to announce today that we have chosen to partner with Brewin Dolphin and Charles Stanley – as they have enviable past performance track records as well as a significant depth of resource within their respective investment management divisions.”