The partnership aligns the firms’ investment approach and technology to advance personalised portfolio solutions.
Massachusetts-based Vestmark Advisory Solutions (Vestmark) has been selected by Vanguard, one of the largest global asset managers, to support its Vanguard Custom Model Portfolios for registered investment advisers (RIAs). Vestmark will provide trading, tax management and adviser-service capabilities intended to help wealth managers deliver more personalised portfolios As part of the collaboration, Vestmark will provide trading, tax management and adviser-service capabilities intended