Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
Model Portfolios
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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
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Philip Chandler becomes CIO of Schroder Investment Solutions
Chandler has spent over two decades with Schroders
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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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Sarasin & Partners teams with MPA Financial Management on MPS
Five model portfolios across risk levels rolled out
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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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Ex-Ruffer investment director launches Lulworth Investment Management
Harry Sevier will offer Lulworth Investment Management via P1 Investment Services
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Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
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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