Managed Portfolio Service
Our Managed Portfolio Service (MPS) provides your clients with cost-effective, tax-efficient access to multi-asset and discretionary portfolios suitable for a range of objectives and risk profiles.
MPS on Platform
Our MPS on Platform service offers a range of risk rated portfolios exclusively available to clients of Financial Advisers.
Building a diversified portfolio is an important part of helping you reach your financial goals. It can allow you to enjoy the benefits of rising markets and importantly aims to protect your portfolio during times of market volatility. The portfolios are constructed using four specialist asset class funds to ensure effective diversification. Each fund provides focussed access to one of the major asset classes of global equities, fixed income and alternative investments. Importantly, the funds are managed on a complementary basis with the aim of controlling the duplication of underlying holdings and risk in the portfolio.
Broad range of portfolios in a variety of asset allocations and risk profiles
Real return investment objectives
Diversified investment
Expertise in alternative assets
Defined risk and volatility parameters
Available through the majority of investment platforms
Independently assessed
MPS Direct
Our portfolio managers will work closely with you and your client to ensure the portfolio fully reflects your client's ongoing requirements, with custody on the Waverton platform.
