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.
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.”Back