DFM & Model Portfolios

Firms increasingly exploring AI use to push gains even further

Seven risk-rated portfolios combine active and passive strategies

‘The number of models they’re running can absolutely run away from them’

To manage its ‘Pegasus’ MPS range

‘The job of selecting a manager is very difficult’

Industry seeing most providers charging 10bps, Evelyn Partners says

Average total costs only falling 4 bps, NextWealth finds

Now amounts to nearly a fifth of wealth management assets

Experiencing time and resource constraints more than larger peers

More than three-quarters saw the need for consistent standards, research finds