Chris Murray, Head of RIA Strategic Accounts for WisdomTree, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how the firm is growing through its model portfolio offerings.
What started as guidance on how advisors can use WisdomTree ETFs in portfolios has grown into a substantial model portfolio business. WisdomTree is experiencing significant growth in its models posted on Schwab’s Model Market CenterTM. RIAs and independent advisors can collaborate with WisdomTree’s investment team to build its suite of nearly 40 CIO-managed model portfolios. Advisors can trade and rebalance the portfolios on their own or delegate those functions to WisdomTree.
WisdomTree has had a long-term relationship with Professor Jeremy Siegel, who has built a sleeve of model portfolios, including one based on his longevity thought process. The firm is growing in Europe, including the launch of a UCITS product using Siegel’s methodology. WisdomTree will work with iH2 Advisors & Company to distribute its UCITS products in international markets.
WEBCAST – Delivering Siegel-WisdomTree UCITS Model Portfolios Offshore
Non-US offshore investors have historically had limited access to institutional-quality, globally diversified model portfolios in a managed-account format. WisdomTree, a recognized innovator in ETF-based model portfolio construction, collaborates with inCadense, a global managed account solutions provider, to deliver the Siegel-WisdomTree UCITS Model Portfolios in managed-account format, enabling offshore advisors to efficiently implement research-driven global strategies across custodians and currencies with greater transparency, scalability, and operational efficiency.
Topics to be discussed:
- Why offshore advisors are adopting UCITS-based model portfolios to deliver globally diversified, institutional-quality solutions.
- WisdomTree’s global model portfolio approach, including the Siegel-WisdomTree investment framework, research-driven construction, and risk-profiled models.
- How UCITS ETFs support transparent, cost-efficient, and scalable portfolio implementation for non-U.S. investors.
- How WisdomTree UCITS model portfolios are delivered offshore via managed accounts with global custodian connectivity and streamlined implementation through inCadense across Latin America and Asia Pacific.
Accepted for 1 CFP® / IWI / CFA CE Credit
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