Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
Model Portfolios
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LGIM launches MPS for IFA firm Apollo IM
Five tailored model portfolios options across risk levels
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Söderberg & Partners launches MPS for advisers as it takes stake in Fidelius
Fidelius confirmed FCA approval has been received
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UK model portfolio sales outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period
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Moneyweb partners with asset manager on bespoke MPS
That will power a range of discretionary portfolios
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Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
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Investment manager and solutions provider make MPS available to all UK advisers
Offering hybrid and sustainability-focused portfolios
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Elston launches money market portfolio MPS service for advisers
Management fee for the portfolios is 0.05%
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IBOSS cuts charges across 32 MPS portfolios
Negotiations with fund houses have resulted in reduced pricing
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Navigator partners with BlackRock to expand model portfolio offering in Singapore
Collaboration provides advisers and clients with access to the fund giant’s services
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Square Mile launches passive model portfolio range
Six options with varied risk/return profiles
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UK financial planning firm launches DFM arm
In collaboration with Vanguard and Redington