Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
Managed Portfolio Service
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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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LV= launches Platform Services option for advisers
The new offering uses Embark’s technology to give advisers using LV= greater choice by bringing multiple products together in one place
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Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios
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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