Pacific Asset Management has announced its third strategic partnership with an independent financial adviser in just over a year following an agreement with Zen Wealth.
Part of Sir John Beckwith's Pacific Investments, Pacific agreed partnerships in 2018 with Chartered Financial Management UK (CFM UK) and Strabens Hall in July and December respectively. London-based Zen Wealth will work alongside CFM UK and Pacific, expanding the pair's financial planning proposition. Commenting on the latest agreement, CEO of Pacific AM Matthew Lamb said: "As we have said before alpha is often associated with the asset management industry, but, in many ways the most tangible alpha lies in the advice. "Zen Wealth mirrors CFM UK's advice for life commitment by using...
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