Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios
Model 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
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Albion joins forces with P1 to launch discretionary investment service
Offers a discretionary version of Albion’s smartersuccess investment service launched in 2006
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Invesco teams-up with Just Group to roll out retirement product
Risk-rated by Dynamic Planner and available to advisers via the 7IM platform
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P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials