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Good morning and welcome to your Morning Briefing for Monday 11 September 2023. To get this in your inbox every morning click here. SJP fees St. James’s Place (SJP) has always inspired passionate debate among advisers. An SJP partner told Money Marketing that 30 years ago, the firm was a visionary business but now
An increasing number of financial advisers are changing the platform they use as the deadline to meet Consumer Duty regulatory requirements nears.
Aegon has expanded its discretionary fund management (DFM) model portfolio services range on the back of findings that more than a fifth (21%) of advisers are looking to increase their usage of them.
Brewin Dolphin reacts to demand with sustainable MPS By Tom Higgins 22 nd April 2021 4:05 pm Investment management firm Brewin Dolphin has today announced the launch of Sustainable Managed Portfolio Service (Sustainable MPS) for IFAs. The announcement, which coincides with Earth Day, is in response to the “evolving needs” of clients. Its chief executive Robin Beer said: “Sustainable MPS meets the needs of IFAs’ clients that want more – by excluding harmful sectors and by investing in sustainable funds and companies which contribute positively to society a...
Brewin Dolphin to launch Sustainable MPS for advisers Five model portfolios Brewin Dolphin is to launch a model portfolio service (MPS) for advisers with a sustainable investing focus. Its 'Sustainable MPS' will be made up of five model portfolios designed to maximise returns from income and capital growth from a selection of funds that excludes exposure to "controversial sectors". Exposure to companies that have a "positive societal or environmental impact" will be favoured. The funds included in the five portfolios go through a full environmental, social and governance (ESG) selection proce...