Once again we are pleased to announce that our award-winning Managed Portfolio Service (MPS) has been recognised with two more awards at the Portfolio Adviser awards. Our MPS Balanced portfolio has been given the Platinum award and our MPS Cautious portfolio picking up the Gold award.
The Portfolio Adviser awards are judged by an independent panel of experts in wealth manager selection. They use quantitative data provided by each of the judges wealth management companies, as well as a summary analysis from Enhance Group to enable them to make the decision on the awards.
Gareth Johnson, Head of Managed Investment Services, said “We are delighted to have received these awards again in 2017 following a very successful 2016 for our Managed Portfolio Service. 2016 saw us named in the Defaqto’s 2016 survey* as the most used discretionary investment manager and we also saw our assets under management double, from £800m, as at 31 December 2015, to £1.6bn, as at 31 December 2016. The service is now available on 11 platforms and we have increased our transparency by producing monthly, platform specific factsheets. This means the financial adviser will receive meaningful performance data on a regular basis for their clients’.”
These awards are testament to our robust processes, knowledge and expertise. We will continue to enhance our service throughout 2017 and have this month launched our MPS Passive Plus portfolios, more about this launch can be read here.
David Hood, Divisional Director & Quantitative Analyst at Brewin Dolphin said “It is very gratifying to receive recognition for the service we provide to clients. MPS has attracted good flows from advisers and we endeavour to fulfil the confidence they have shown in us. We have always maintained this is very much a team effort, with contributions coming from a great team of fund analysts and the group’s asset allocators.”
The Managed Portfolio Service is available exclusively to the financial adviser market and is available via the following platforms; Aegon, Ascentric, Aviva, Axa Elevate, Fusion, James Hay, Novia, Nucleus, Standard Life and Zurich.
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*Source: Defaqto 2016 IFA survey