Model Portfolios

Companies | 7 Dec 22

Markets put hard brakes on MPS asset growth

‘Financial advisers and clients are postponing portfolio changes due to volatility’

Companies | 8 Nov 22

LGT boosts proposition for financial advisers

As it hires ex-Quilter Cheviot investment manager to run its international model portfolio service

Companies | 13 Oct 22

Model portfolios finally become key cog in US advice market

Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented

A dim old church interior lit by suns rays penetrating through a colorful stained glass window in the pattern of a crucifix reflecting colours on the floor and a speech pulpit

Companies | 10 Oct 22

UK investment firm unveils Christian ethics MPS range

It is the company’s first managed portfolio service

Companies | 23 Jun 22

Ex-BlackRock VP sets up model portfolio provider

Firm will offer impact investment-focused products looking to tackle climate change and social inequality