ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
model portfolios
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UK model portfolio purchases outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period
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T. Rowe Price to run income model portfolio for Mattioli Woods
Head of multi-asset solutions Yoram Lustig and multi-asset solutions strategist Michael Walsh named investment advisers
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Discretionary MPS assets grow despite client performance concerns
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
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BNY Mellon IM launches portfolio analysis service
Aims to enable advisers to pinpoint strengths and weaknesses in portfolios
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Defaqto names Timeline Classic – 50 as most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
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IBOSS cuts charges across 32 MPS portfolios
Negotiations with fund houses have resulted in reduced pricing
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Square Mile launches passive portfolio range
Six options with varied risk/return profiles