Transact posts ‘resilient’ Q4 results
Number of advisers using the platform jumped 5% in a year
Number of advisers using the platform jumped 5% in a year
Lee Jones joins from Abrdn to spearhead the push as director of intermediary sales
Marking the first time BlackRock has managed an MPS range on a UK advice platform
Hot on the heels of Aviva and Vanguard unveiling/expanding their respective model portfolio services
46% of UK wealth managers plan on using model portfolios more extensively over the next two years, according to Cerulli
One Four Nine Group has rolled out active, passive and sustainable models
Wealth manager expects weighted reduction in OCF between 30% and 40% depending on the strategy
In the case of its Tilney Income & Growth strategy, the reduction was 26.7%
Firm says the two models are to ‘create enduring worth, living in society not off it’
‘We simply don’t buy into the impediments often cited by other investment managers for not using trusts’
Comes months after rival Schroders unveils its own low-cost model portfolios
How Invesco’s director of MPS has been getting on at his new home after 16 years with Brewin Dolphin