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Managed Portfolio Service

Since 2001, our award-winning Managed Portfolio Service (MPS) has been helping advisers like you provide your clients with a straightforward, cost effective way of investing.

Unique strategic approach

Our Managed Portfolio Service strategies are crafted using our unique Building Blocks approach, with each Building Block providing exposure to a certain asset class or geographic sector.

This approach provides clients with a solution catered to their exposure needs and exceeds what’s possible with a traditional funds-based approach.

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Three defaqto awards for MPS

Trusted by over 36,000 clients

Managing £24.9 billion assets (as at 30 September 2022)

Helping financial advisers for over 25 years

Why choose our MPS?

  • Investment decisions based on industry-leading research
  • Giving clients access to a broader range of investments
  • Lower investment charges for clients
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How our MPS can help you deliver for your clients

Expert insights from our leading research team

Our strategies are built on the meticulous research and proven expertise of our equity and fund research teams. You'll have the power of their 40,000+ hours of research at your fingertips.

Best-in-class investment management solution

From our selection of over 350 global equities, 150 fixed interest securities and 320 funds, our experienced investment managers carefully select those which form our 8 individual Building Blocks. Designed to be nimble and efficient to make the most of your client’s investments.

Value added service

We’ve designed our business with you and your client in mind. We are dedicated to building a relationship with you to ensure you and your clients are benefitting and getting the best value at every stage of investing with us.

Next steps

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

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The value of your investments and the income from them can fall and you may not recover what you invested.