DFM & Model Portfolios

‘There are plenty of players, but there is enough room for everyone’

NextWealth finds 14% of MPS assets have moved from active to passive

Each added more than £3bn in assets in the last year, NextWealth finds

Greater focus on value for money investments and scrutiny on fees

Omba Advisory & Investment advises family offices and HNWs

LGIM will provide five tailored model portfolios for AIM’s clients

Three Tatton MPS solutions land in Defaqto’s top ten

Portfolios will be available on the Nordic firm’s own adviser platform

Advisers, business owners and paraplanners share their thoughts

Scored top for most preferred provider for MPS via platform and direct