Expansion for North East wealth management firm with new London firm partnership
A North East wealth management and property lending specialist has announced a new partnership with a London fund management company.
Newcastle-based Tier One Capital has partnered with London-headquartered firm Liontrust as part of its ongoing expansion.
The new partnership will provide Tier One Capital’s clients with access to Liontrust’s fund managers - including their specialist investment teams - covering global equities, fixed income and multi-asset, as well as managing ‘Dynamic Beta’ portfolios which predominantly comprise passive funds.
Paul Blight, head of wealth management at Tier One Capital, commented: “This partnership not only adds value to the outstanding service already provided by Tier One Capital, it also offers new opportunities to our existing portfolio of clients through the expertise of the specialist teams at Liontrust.
“Financial security, investment risk management and cost-efficient financial advice are more important than ever, and we are delighted to be in a position to agree this partnership with an established and likeminded company like Liontrust, who share our values in strong governance, independent investment selection and cost effective financial advice.
“We are looking forward to delivering continued strong results for our clients through the new opportunities created through our partnership with Liontrust.”
John Husselbee, head of the Liontrust Multi-Asset team, added: “We are looking forward to successfully working in partnership with Tier One Capital and helping their clients wherever they are in their financial lives and the goals they want to achieve.
“Our portfolio service strives to add value through what we call TMS – the transparency, value for money and suitability we seek to provide – and deliver the investment outcome expected by clients dependent on their appetite for risk.”
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