The value of investments and any income from them can fall and you may get back less than you invested.



Our award-winning Managed Portfolio Service (MPS) has been successfully meeting the needs of advisers and their clients since 2008. More than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction.

Your business. Our team. Strength together.

Designed exclusively for the financial adviser marketplace, MPS provides fund management for clients where a bespoke service may not be suitable via a range of managed portfolios selected by our award-winning research team. It allows financial advisers to effectively outsource the day-to-day management of their clients’ investment portfolios while preserving their client-adviser relationships.

With MPS your client relationships always belong to you. You match your clients to one or more MPS portfolios, based on their individual needs, and monitor the portfolios’ ongoing suitability as part of your mutual service agreement with the client. We have no personal relationship with your clients. Our job is to run the MPS portfolios on your behalf.

Consistently delivering what advisers need

The extensive support we have received from financial advisers has helped the service to grow to more than £3bn of assets under management. Responding to advisers’ evolving needs, we have introduced a number of major enhancements since launch:

MPS principally invests in actively managed funds, but in January 2017 we launched Passive Plus, a complementary range of managed portfolios using lower-cost index funds to get market exposure.

In the first half of 2018 we enhanced our MPS even further, introducing a fresh, more institutional-style investment approach. This has made our portfolios more efficient and brought economies of scale, driving down costs with meaningful reductions across the service.

Key Facts

  • Available on seven risk models – Cautious, Cautious Higher Equity, Income, Income Higher Equity, Balanced, Growth, Global Equity – in active (standard MPS) or passive (Passive Plus) versions.
  • Minimum investment - £2000 lump sum / £100 per month regular.
  • All portfolios are risk mapped against Dynamic Planner, EValue, Finametrica and Synaptic.
  • Low-cost clean fee structure.
  • Competitive fees on underlying holdings.
  • Monthly rebalancing.
  • Investment underpinned by our award-winning research team.
  • Robust and repeatable investment process.

MPS is available on 12 platforms


Upcoming rebalancing dates:

The next rebalance date is 9 December 2019.

Q1 2020

Q2 2020

13 January 2020 6 April 2020
10 February 2020 11 May 2020
 9 March 2020 8 June 2020

Q3 2020

Q4 2020

13 July 2020 12 October 2020
10 August 2020 9 November 2020
 7 September 2020 7 December 2020

For further information

For further information, please contact your Brewin Dolphin Business Development Manager. 

Managed portfolio service literature

Read more about how MPS can work for you and your clients.

Industry-beating performance

Our MPS Growth Fund grew 58.7% over the last 5 years, beating industry benchmarks.

You are entering the financial advisers' section UK legal information

Important Information

Please read this page before proceeding, as it explains certain legal and regulatory restrictions applicable to the information in this section of the website.

By clicking the 'Accept'/'Decline' buttons at the end of the page, you acknowledge that the important information below has been brought to your attention.

This section of the website is intended for residents of the United Kingdom only and any dispute or action arising out of the website shall be determined in accordance with English laws. Under no circumstances should any information or any part of it be copied, reproduced or redistributed.

The information provided in this section of the website is intended solely for investment advisers, accountants, solicitors and any other professional financial intermediaries who are authorised and regulated by the Financial Conduct Authority. This information must not be distributed to, or relied upon by, private clients and the general public.

This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom. Investors who are resident in or citizens of countries other than the United Kingdom may be subject to local restrictions. In particular, no offer or invitation is made to any US persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof), who are excluded from the products or services offered in this site.

Brewin Dolphin Limited is registered in England and Wales under company number 2135876 with its registered office at 12 Smithfield Street, London EC1A 9BD. Brewin Dolphin Limited is a member of the London Stock Exchange and authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444).

The information contained in this section of the website has been obtained from sources which we believe to be reliable and accurate at the date of publication, but without further investigation this cannot be warranted. We are not responsible for the content of external websites that are linked from our webpages. Any opinions and comment expressed in this website are not necessarily the views held throughout Brewin Dolphin Limited. All opinions and comments are subject to change without notice.

The value of investments and any income generated may go down as well as up and is not guaranteed. Investors may get back less than they have invested. Past performance is not a guide to future performance. Quoted yields are not guaranteed. Different funds have different levels of risk. Changes in currency exchange rates may have an adverse effect on the value, price or income of investments. Interest rate fluctuations are likely to affect the capital value of investments within bond funds.

We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such securities from time to time. In addition we reserve the right to act as principal or agent with regard to the sale or purchase of any security mentioned in this document. For further information, please refer to our conflicts policy which is available on request or can be accessed here.

This website uses cookies to store information on your computer. These cookies contain no personal or confidential information and we will not attempt to identify you from this information. They are important because they allow us to make your website experience better and they also help us to monitor how people are using our website and make improvements appropriately. To find out more, please visit our Privacy and Cookie Policy.

Please click below to confirm that you are a UK investment adviser or a professional financial intermediary, and that you have read and agreed to the important information above.

By clicking accept below you confirm that you have read the important information and wish to continue to this site.

Accept Decline