Betafolio is the UK’s premier turnkey asset management provider (TAMP), offering: a flat-fee, low-cost, evidence-based, discretionary model portfolio service (MPS) exclusive to financial planning firms.
We use technology to cut out unnecessary costs, inefficiencies and anxiety for advisers, while improving the long term investment returns for their clients.
Simple, low cost, flat fee:
We charge a flat fee for discretionary model portfolio management. The typical cost for the underlying funds in the portfolios is 0.3%. This gives clients the best possible chances of meeting their goals, at the least possible cost.
Powered by technology:
Betafolio Control Centre is our one-stop digital portal for everything you need to manage your centralised investment proposition. This includes investment process documents, performance data and branded portfolio factsheets.
Driven by empirical data:
We design portfolios that capture capital market returns based on decades of empirical data and research by Nobel-Prize winning economists. We don't chase fads, engage in market-timing and other behaviours that damage returns.
Put the adviser in control:
Investment management is a commodity. Financial planning is where the real value to clients lies. That's why we create portfolios that exist only in service of the financial plan. The plan leads, the portfolio follows.
Tolerance based rebalancing
DFM fee is charged at a flat fee of £239 per client or 0.09% AUM.
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