Chase de Vere rubbishes claims it switched clients into pricier poor-performing portfolios
Select range has gathered £670m in two years yet The Times claims half of portfolios have underperformed peers
Model Portfolio Service
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Aubrey partners with platform for Aim MPS launch
Tax efficient portfolio will avoid overcrowded areas of the Aim market
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Jonathan Wauton: Bridging the gap between model and bespoke portfolios
‘Wealthtech’ can help keep a check on risk while empowering portfolio managers
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Phoebe Stone: It’s not just millennials demanding sustainable investment
LGT Vestra head of sustainable model portfolios mixes business with pleasure for the day job
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Could Jeremy Corbyn ‘sound the death knell’ for model portfolios?
Labour’s pledge to shake-up CGT and dividend taxes could give multi-asset funds an edge
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Ben Gutteridge quits Brewin to head up Invesco MPS offering
Gutteridge leaves after 16 years as Brewin switches up research team
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Foster Denovo launches platform as large firms aim for efficiency
‘Taking on platform permissions is not a decision to be taken lightly’
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HSBC Gam targets advice industry sceptical of banks
Bank debuts model portfolio service for IFAs
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FE’s MPS passes through £1bn AUM
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.
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Chase de Vere to launch model portfolio service
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.
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Fundhouse to provide full MPS for Kent adviser
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.
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Coram reveals rebrand and MPS launch
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.