US recession expectations drive Waverton MPS changes
Fixed income takes centre stage as equities get downgraded to a ‘modest’ underweight
Model Portfolio Service
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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
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One-month-old IFA group unveils DFM service
One Four Nine Group has rolled out active, passive and sustainable models
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Quilter Cheviot creates ‘building block’ funds to shrink MPS costs
Wealth manager expects weighted reduction in OCF between 30% and 40% depending on the strategy
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Tilney Smith & Williamson reduces cost of platform MPS by 18%
In the case of its Tilney Income & Growth strategy, the reduction was 26.7%
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Investec Wealth rolls out first funds in sustainable MPS range
Firm says the two models are to ‘create enduring worth, living in society not off it’
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Ex-Henderson director, City analyst and former pro cricketer launch DFM with investment trust focus
‘We simply don’t buy into the impediments often cited by other investment managers for not using trusts’
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LGIM eyes disruption as it launches MPS range at 6bps
Comes months after rival Schroders unveils its own low-cost model portfolios