The rise of managed portfolio services (MPS)

Prepared for UK professional advisers only. In the second episode of our series focusing on centralised investment propositions (CIPs), we explore the increasing dominance of managed portfolio services (MPS) and how they work alongside multi-asset funds.

Nathan McKerlie, Partnerships Manager, interviews Andy Parsons, Head of Investments and Protection at Defaqto, to dive into the factors driving MPS growth, the regulatory landscape, consumer duty and the benefits MPS offers advisers.

They discuss how MPS impacts cost structures compared to multi-asset funds, and ways in which MPS can help to ensure consistent outcomes for clients.

 

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.