Optimum – because no one know your clients better than you!

This fundamental fact was the basis from which we started when looking at an investment solution – the end result, a complete solution that the adviser controls. Optimum Investment Management is the new investment management company formed by a joint venture between Sesame Bankhall Group and Henderson Global Investors. The solution produced by Optimum enables you to create and maintain a bespoke portfolio for your client that helps them reach their financial objectives within their risk appetite, whilst demonstrating the value and expertise that you offer

How does it work?

The Optimum solution comprises four whole of market multi-manager, multi asset investment strategies, and will include asset classes such as; equity, fixed interest, property, private equity, absolute return and cash amongst others, which will be managed by Henderson Global Investors.

The strategies will be held within an OEIC structure and will be accessible on the six platforms that met Sesame Bankhall Groups Due Diligence last year.

Other components

To compliment the Optimum solution, we will be offering Attitude to Risk and Portfolio Analysis Tools. These elements will be brought together, along with Optimum, to help you deliver a coherent, robust and consistent wealth management service to your clients, which will be fit for purpose both now and in what will be the post-RDR environment.

If you’d like to find out more why not come and see us at the Investment Forums running throughout February and March?

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