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Wealth Manager Mark Dean Wealth Management, an independent Financial Adviser based in London has appointed Pacific Asset Management (PAM) to help manage their range of model portfolios which has been successfully running since 2019.
Dean Mullaly, Managing Director at Mark Dean Wealth Management commented:
“Having carefully researched a large number of investment managers, we are very excited about the progression of our service and the appointment of PAM as an in-sourced investment partner to our range.”
“As regulatory, operational and administrative pressures continue to mount, we sought a multi-asset investment partner that could work with us collaboratively to deliver benefits to our clients as well as our business.”
Mullaly continued:
“PAM are a high-calibre team with expertise across multiple asset classes, including alternatives and diversifying strategies, backed up by an exceptional track record. They adopt a modern, dynamic approach to portfolio management which we believe is well positioned to enable us to continue to deliver great outcomes for our clients.”
“This combination of institutional expertise combined with cutting edge adviser tools and adviser technology enables us to enhance overall portfolio diversification we can provide to our clients, access a wide toolkit of asset classes and investment styles, and make real-time changes to portfolios when required.”
Ben Sears, Head of UK Solutions at Pacific Asset Management said:
“We are delighted to be working with the team at Mark Dean Wealth Management. Their client-centric approach and forward-thinking mentality makes this partnership a fantastic fit for us. We look forward to helping build on the outstanding service delivered to their clients.”
