Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
Model Portfolio Service
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Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
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AJ Bell ups bonds exposure and cuts weighting to US equities
Firm reveals asset allocation changes in latest review
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Discretionary MPS assets grow despite client performance concerns
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
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Tatton Asset Management eyes further growth after £900m net inflows in first half
Firm reached year-end target £15bn FUM in first half
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Evelyn Partners Sustainable MPS adds to Baillie Gifford and Federated Hermes global equity fund positions
Swaps out Impax Environmental Markets Investment Trust for open-ended sister fund
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Defaqto names Timeline Classic – 50 as most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
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Brooks Macdonald profits dip 12.2% despite £1.3bn MPS inflow
Underlying profits dropped to £30.3m from £34.5m for the year to 30 June
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Parmenion adds IBOSS portfolios to adviser platform
Firm brings across 32 models spanning a range of risk grades
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Fixed income dominates Evelyn Partners MPS rebalance
Vanguard US Government Bond index was a favourite across the eight model portfolios, while equities were cut back
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Evelyn Partners’ sustainable MPS range reshuffles equity funds
While upping fixed income weighting across its range
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US recession expectations drive Waverton MPS changes
Fixed income takes centre stage as equities get downgraded to a ‘modest’ underweight
