Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
Managed Portfolio Service
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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.
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AJ Bell launches low cost managed portfolio service
Investment platform AJ Bell has launched a new managed portfolio service (MPS) with an annual management charge of 0.25% + VAT.