The new investment company is subject to approval by the UK Financial Services Authority and forms part of an integrated wealth management solution developed by Sesame Bankhall.
The new firm will incorporate risk profiling and a back office system that links through to investment platforms and funds, thereby making it easier for advisers to do business, said Sesame Bankhall.
The new firm will develop its range of multi-asset, multi-manager investment solutions that can be blended, and rebalanced, using the Portfolio Analyser tool, to create and maintain bespoke portfolios that match the client’s risk appetite.
According to Sesame Bankhall, the investment solutions will have a transparent pricing mechanism and are designed to achieve above average performance with reduced volatility and below average charges.
With the new firm in place, advisers will be able to access an investment solution that is managed by Henderson’s team combining an active approach to asset allocation and fund selection.
Sesame Bankhall Group CEO George Higginson said that the Optimum Investment Management will give adviser firms and clients, even those with modest investments access to a service and fund managers that they wouldn’t be able to get on their own.
