Portfolio Solutions will target clients who have moved beyond the accumulation phase of their wealth strategy. With market volatility expected to continue in 2013, the consulting service will look to a diversified portfolio of credit, equity income and absolute return strategies, alongside traditional safe assets such as term deposits, to generate income. The service will also provide stress testing and risk analysis for portfolios. Portfolio Solutions will be available to individual and institutional investors with more than $3 million in investable assets (and is already available through MLC-aligned and NAB Private Wealth advisers).
