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
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Potential legal and PI cover benefits for advisers compared with the traditional ‘agent as client’ approach
It will replicate the firm’s model portfolio service but in a unitised fund structure
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.
FE has launched three model portfolios to cash in on the growing world of sustainable investing, it announced on Monday morning.
Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.
Investment platform AJ Bell has launched a new managed portfolio service (MPS) with an annual management charge of 0.25% + VAT.