Brewin Dolphin unveils sustainable MPS for advisers
Portfolios will be made up of funds that exclude exposure to ‘controversial sectors’
Model Portfolios
-
-
Asset manager partners with Blackrock on advisory portfolios
Multi-asset range aims to address issues advisers face when running in-house models across platforms
-
Pension firm enters UK retail space with portfolio service
It previously only offered investment advice to large institutional clients
-
Praemium adds Sparrows Capital MPS to platform
The 11 factor tilted model portfolios are now available to financial advisers in the UK
-
Brewin Dolphin goes live on Praemium International
Available to intermediaries working in the Channel Islands – for the time being
-
Private bank expands offering with model portfolio service
Total cost to the client will be capped at no more than 1.5%-1.95%
-
Invesco unveils £1 a month model portfolio service
Offering will be a ‘game changer for advisers managing investments’
-
Duration raises mis-selling risks in bond-heavy portfolios
With interest rate rises looming, duration concerns are now becoming more tangible and many commentators are wondering if a bond mis-selling scandal awaits low-risk portfolios full of bonds.
-
Model portfolio risk labels ‘dangerously naive’
The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
-
European robo-adviser plans UK launch promising 20% returns
European wealth management firm Novofina will launch in the UK this year bringing “state-of-the-art” algorithms which it claims can deliver 20% returns for investors.
-
Model portfolio discrepencies underline
UK financial adviser-built model portfolios generally do what they say on the tin in terms of risk, but, there are large discrepancies in terms of how those risks are rated.