Evelyn Partners ups UK exposure with Fidelity Special Situations fund
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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Model Portfolio Service
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MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
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Ian Aylward to lead AJ Bell’s MPS as head of investment partnerships
Aylward joins from Barclays to support the ‘rapid growth’ in its MPS offering
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Track to the Future – with BlackRock’s Heather Christie
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Ebi launches passive ESG MPS range
The 11 new impact portfolios ‘seek to generate positive, measurable, and sustainable social and environmental change, alongside a financial return’
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Premier Miton hires Tatton’s Robinson as MPS investment director
Chris Robinson will join the multi-manager investment team
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Sparrows Capital hires from 7IM to bolster MPS team
Arnie Millington joins to oversee the Sparrows Capital MPS solution
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Invesco enters strategic partnership with Just Group to launch retirement solution
The new product will combine Invesco’s MPS with Just Group’s Secure Lifetime Income solution
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AJ Bell platform assets hit £80bn as it reaches half million customer milestone
The firm brought 27,000 people on board during the six months
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Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
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AJ Bell ups bonds exposure and cuts weighting to US equities
Firm reveals asset allocation changes in latest review