Third party MPS providers grab market share despite insourcing movement
Outsourcers are still the main drivers of asset growth in MPS, according to ISS Market Intelligence report
model portfolio service
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Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
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Abrdn investment manager launches Buckingham Research investment consultancy
Buckingham Research aims to help IFAs manage outsourced and in-house investment solutions
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Quilter: Outsourced investments through DFM and MPS climb to almost half of platform assets
Proportion of adviser-managed assets drop by over 10 percentage points
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P1 Investment Services makes client services hire
Michelle Angell will lead the development of P1’s client servicing team
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Ex-Ruffer investment director launches Lulworth Investment Management
Harry Sevier will offer Lulworth Investment Management via P1 Investment Services
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MPS: Smaller-value clients face restricted access
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
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Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
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Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus