Evelyn Partners MPS enters position in Baillie Gifford Emerging Markets Leading Companies
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
Firm sees increased uncertainty for risk assets
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
The firm continues to be underweight risk assets across all ranges
Negotiations with fund houses have resulted in reduced pricing
Taking the total number of adviser platforms using the MPS to 15
Following feedback from financial advisers
Quarterly rebalance of its WealthSelect offering
Adam Davey has joined the Glasgow office from Royal London
The ‘ready-made’ strategies are aimed at investors who are unsure about where to start
It still has some way to go to get back to the £17.3bn of funds under management recorded at the end of 2021
1OAK’s managed portfolio service is available through Quilter, Fidelity, and Novia