HSBC Gam targets advice industry sceptical of banks
Bank debuts model portfolio service for IFAs
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.
Six of Smith and Williamson’s model portfolios will be available to investors through Standard Life’s Wrap.
Church House Investment Management has launched a range of six risk-rated managed portfolios.