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
Model Portfolio Service
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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
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Transact posts ‘resilient’ Q4 results
Number of advisers using the platform jumped 5% in a year
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Arbuthnot Latham opens MPS to UK advisers
Lee Jones joins from Abrdn to spearhead the push as director of intermediary sales
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BlackRock inks deal to run Transact model portfolios
Marking the first time BlackRock has managed an MPS range on a UK advice platform
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Blackrock alum sets up MPS provider amid growing adviser demand
Hot on the heels of Aviva and Vanguard unveiling/expanding their respective model portfolio services
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Aviva and Vanguard make MPS drive following red hot demand
46% of UK wealth managers plan on using model portfolios more extensively over the next two years, according to Cerulli
