Wealth Club launches managed portfolio service
Managed by head of research, Jonathan Moyes
MPS
-
-
Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
-
Mabel Insights partners with Intelliflo on adviser app
App accessible to all Intelliflo customers as an integrated feature
-
Evelyn Partners hires Brooks Macdonald’s Edward Park
Park to become chief asset management officer
-
Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
-
Brooks Macdonald MPS assets climb to £3.9bn but firm sees £100m net outflow
BM Investment Solutions offering for advisers contributed to 7.3% rise
-
Titan Wealth rebrands Cardale Asset Management
The investment management business was acquired by Titan in 2022
-
MPS analysis site for advisers launched by former Atomos distribution head
Lawrence Cook has launched Mabel Insights
-
Defaqto reveals top 10 most recommended multi-asset strategies and MPS
Rankings formed using data from Engage adviser research software
-
60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
-
Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software
-
TAM Asset Management CIO: Money market portfolios ‘enable advisers to maintain a relationship with clients’
James Penny says that the rise in money market portfolios is due to high interest rates and interest from low-risk clients