One Four Nine Group, a new, nationwide and independent financial advice and fund management group, has appointed Dr Bevan Blair as Chief Investment Officer of its Fund Management division.
Bevan will be responsible for developing and delivering the group’s range of model portfolios, with a focus on equipping advisers with innovative investment vehicles designed to help provide the highest standard of service to clients. Specifically, One Four Nine’s model portfolios will be tailored to offer a vital balance of security and flexibility, as well as offering a tax-efficient vehicle to help clients secure their financial wellbeing across generations.
Bevan has spent spend upwards of two decades constructing multi-asset portfolios for both institutional and private wealth clients. At a European pension fund manager, he built an award-winning tactical asset allocation model and during his time at a boutique wealth manager he designed a strategic asset allocation and risk model. Bevan has previously launched a model portfolio service for financial advisers.
Speaking on his appointment, Bevan said: “I am thrilled to join the One Four Nine team and look forward to working with the wider organisation to deliver our exciting new offering. Increasingly, we’ve seen appetite among client bases for a model portfolio service that offers a meaningful balance between the longer-term security and flexibility. Expectations are now for a service that offers genuine and sustainable growth in an uncertain investment landscape, and we believe we’re ideally placed to provide that service to advisers and their clients.”
Matthew Bugden, CEO at One Four Nine Group, said: “Bevan brings a wealth of invaluable experience to the team. From its conception, our philosophy for One Four Nine Group was to provide advisers with the tools they need to give clients the highest quality of service and a dedicated Fund Management arm is integral to this. We look forward to developing and delivering this offering under Bevan’s expert stewardship.”
Read Bevan’s bio here.