Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios
Managed Portfolio Service
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Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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Quilter Cheviot launches MPS proposal tool for advisers
Aiming to cut the time it takes to create reports for client
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NextWealth finds MPS assets jumped by a third in a year
Report also found costs have almost halved
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7IM teams-up with Brooks Macdonald to offer MPS
Active and passive options now available
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Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio launches slow in 2023
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus
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Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
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Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind