Helm Godfrey, which has assets under advice of more than £750 million, chose PortfolioMetrix as its central investment proposition to complement the advice firm’s own investment process.
Helm Godfrey believes PortfolioMetrix is suitable for around 60% to 70% of its clients.
Graham Cross, Helm Godfrey’s managing director, said: “After carrying out a fairly exhaustive search of the DFM market, we concluded that the unique proposition offered by PortfolioMetrix aligns perfectly with our business model.
“The PortfolioMetrix proposition provides us with the ability to tailor portfolios to meet clients’ individual needs efficiently without the risk of shoe-horning.”
He added: “The firm’s investment track record is impressive and the team is not only highly qualified, each one is great to work with and provides us with excellent support and guidance every step of the way.
“There’s also a wide range of tools that will add value to the service we offer our clients, while at the same time reducing the amount of time our advisers need to spend on investment servicing for a significant segment of our client base.”
Dave Chessell, distribution director at PortfolioMetrix, said: “Our partnership with Helm Godfrey is a significant milestone for our business in the UK.
“Helm Godfrey has all the qualities we look for in an investment partner. Its culture of true independence and excellence is perfectly aligned to our own values.
“We look forward to working closely with Graham and his team to provide their clients with investment outcomes that meet, and hopefully exceed, expectations.”