Event

Quarterly MPS Webinar, September

Join us for our 2022 MPS Webinar Series updating you on our Managed Portfolio Services

12th Sep 2022 10:00 am Virtual

Register now

Eligible for 45 minutes CPD

In each webinar we will discuss the economic outlook and how this guides our portfolio strategy and explore the following:

  • A review of the last quarter and the outlook for the next quarter
  • The impact on portfolios
  • The changes we are putting in place to position the portfolios

This webinar follows our internal quarterly investment forum and therefore topics and speakers will be updated closer to the date of the event.

More insights

Knowledge
Book of Stories 3.0
The third instalment in our Book of Stories series seeks to help advisers support evolving client needs, and understand what it means to work with the next generation of clients.
Article
Central bankers recognise they have a problem
By Charles Stanley
01 Jul 2022 | 7 min read
Article
The weaponisation of necessities
By Charles Stanley
30 Jun 2022 | 6 min read
Article
Lessons learned from recent market volatility
By Charles Stanley
29 Jun 2022 | 5 min read

Our range of Managed Portfolio Services

Our Managed Portfolios are available through popular adviser platforms, with low or no minimum investment levels so suit clients with large or small sums to invest.

Managed Portfolio Service

Blended Portfolios

For clients who want the optimum mixture of both lower cost and active management.

Managed Portfolio Service

Responsible Portfolios

For clients who want investments with enhanced environmental, social and governance characteristics.

Managed Portfolio Service

Dynamic Passive Portfolios

For clients who want an actively managed but low cost investment portfolio.

Managed Portfolio Service

Multi Manager Portfolios

For clients needing a flexible and high quality actively managed portfolio accessing leading fund managers.