Managed solutions

‘We see it as an elegant halfway house for both advisers and their clients’

Move to ‘drive down costs and improve results’ for advisers

Cultural alignment affords deeper business relationships

Six investment portfolios across different risk levels

The three fundamentals of 'insourcing' explained

Consumer Duty brings a new focus on the provision of investment services

Nearly half of advisers use a third-party DFM

M&G and ClearBridge funds added to Cirilium portfolios

Targets low-risk returns with short-term gilt model portfolio

Part of the portfolio’s sustainable range