Unbiased Portfolio Management Ltd (UPM) is a trading name of Unbiased Financial Group LLP (UFG), which is authorised and regulated by the Financial Conduct Authority.
Through UPM’s wealth-management-service offering, financial advisers can provide their clients with specially created, platform-specific portfolios or cost-effective model portfolio strategies that have been designed to be used across a wide range of platforms.
UPM provides a performance based managed portfolio service (MPS) for intermediaries. The aim is to minimise administration and business risk by using your platform of choice and providing six robustly designed investment portfolio models that have been managed since 2005 by Ian Hart, the investment director of Unbiased Financial Analysis (www.unbiasedfinancialanalysis.co.uk).
The UPM investment committee meets monthly to discuss issues within the sectors. This feeds into any tactical asset allocation adjustments to the models.
Contact: +44 (0)20 8715 4004 37 Dorset Road, London, SW19 3EZ
Unbiased Portfolio Management is the trading name of Unbiased Financial Group LLP, which is authorised and regulated by the Financial Conduct Authority (FCA) 726137. Legal Information Terms and Conditions.