Jonathan Wauton: Bridging the gap between model and bespoke portfolios
‘Wealthtech’ can help keep a check on risk while empowering portfolio managers
‘Wealthtech’ can help keep a check on risk while empowering portfolio managers
LGT Vestra head of sustainable model portfolios mixes business with pleasure for the day job
Labour’s pledge to shake-up CGT and dividend taxes could give multi-asset funds an edge
Gutteridge leaves after 16 years as Brewin switches up research team
‘Taking on platform permissions is not a decision to be taken lightly’
Bank debuts model portfolio service for IFAs
FE’s model portfolio service (MPS), FE Invest, has passed through the £1bn assets under management mark, a little under three years since its launch in March 2015.
Chase de Vere has revealed plans to launch a discretionary model portfolio service this year amid growing client demand and stiff competition from other firms.
Fundhouse has been drafted in to provide a full model portfolio service to advisory firm Courtney Havers, responsible for its investment process and fund selection.
Coram Asset Management taken on a new name, MitonOptimal (UK), and announced the launch of a model portfolio service following its acquisition of Minerva Fund Managers earlier this year.
International advisory firm deVere Group has launched a model portfolio service (MPS) in association with Pacific Asset Management.
James Sullivan-led Coram Asset Management has acquired Bath-based DFM Minerva Fund Managers ahead of the launch of seven model portfolios.