Model Portfolio Services on Platform

Our Model Portfolio Service (MPS) can provide financial advisers with a competitive, ready-to-implement investment solution for their clients. Available via a range of leading investment platforms, it offers a straightforward and scalable way to deliver discretionary portfolio management to clients.

Available through three model ranges, as described on the Managed Portfolio Service pages - ALPHA: r2, Global and Horizon - our MPS is available on a seven external platforms. These include Aviva, Standard Life and Scottish Widows.

Key benefits for your business:

• A robust investment process
  Our risk-rated model portfolios are constructed and overseen by a team of experienced portfolio managers, drawing on independent investment research to guide decision-making.

• Swift and informed action
  With direct access to markets, we are able to respond quickly to both emerging opportunities and potential risks.

• Complete transparency
  Full visibility of underlying holdings and asset allocations supports Consumer Duty obligations and facilitates more meaningful suitability discussions.

• Comprehensive adviser support
  We provide hands-on support to advisers, from addressing client queries and sharing market insights, to tailoring our portfolios to fit within your advice process. We also offer detailed performance reporting to help reinforce client confidence and trust.

For further information about our MPS, please click here.