Evelyn Partners Sustainable MPS buys into ClearBridge US fund
Move part of a recent re-balance
Managed Portfolio Service
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Wealth Club launches managed portfolio service
Managed by head of research, Jonathan Moyes
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Quilter Cheviot launches new strategies on adviser platforms
Which will be available immediately through its MPS
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BNY Mellon IM launches portfolio analysis service for advisers
Who will be able to compare one fund with another or see the impact from combining funds
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Worthstone partners with Collidr on sustainable MPS portfolios
Who will apply behavioural research and AI technology to screen and select suitable funds
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Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
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Quilter Cheviot’s MPS available on three additional platforms
Taking the total number of adviser platforms using the MPS to 15
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Should more MPS providers work on ‘reliance on others’ basis?
Potential legal and PI cover benefits for advisers compared with the traditional ‘agent as client’ approach
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Brewin Dolphin to roll out risk-rated fund range for IFAs
It will replicate the firm’s model portfolio service but in a unitised fund structure
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Ex-C Hoare and First Names trio to enhance index service
The former heads of C. Hoare & Co Wealth Management, James Hoare and Annamaria Koerling, together with Andrew de la Haye, deputy managing director of First Names Group, have acquired a majority stake in Enhance MPI Ltd.
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FE launches responsibly managed portfolio range
FE has launched three model portfolios to cash in on the growing world of sustainable investing, it announced on Monday morning.
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Rathbones to launch actively managed portfolio service
Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.