VAM Funds, Close Brothers offer DFM to international investors

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VAM Funds and Close Brothers Asset Management have signed a strategic partnership to provide discretionary fund management services to international financial advisers.

The deal means that CBAM’s expertise will be available through VAM Discretionary Funds. VAM will bring three diversified multi-asset portfolios to investors via a Luxembourg domiciled Ucits IV structure. The investment strategies are managed by CBAM through a discretionary fund management agreement.

The funds are: VAM Close Brothers Cautious Fund, VAM Close Brothers Balanced Fund and VAM Close Brothers Growth Fund. Each is designed to suit specific risk profiles and investment preferences.

Nigel Watson, sales director for VAM Funds, said: “As in the UK, financial intermediaries based internationally are increasingly realising that their skills are primarily in financial planning and relationship management, not in picking funds or building and managing clients’ investment portfolios. In fact, for advisers there are considerable risks in taking on these roles. This means there is growing demand for risk-rated, multi-asset, managed fund solutions that provide international advisers and their clients with effective access to a first class discretionary fund manager.”

 

ABOUT THE AUTHOR
Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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