UK 020 3201 3900 Search Search Contact Login Menu Home Intermediaries Our services Managed Portfolio Service Managed Portfolio Service Since 2008, more than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction. REQUEST A CALLBACK Your business. Our team. Strength together. Designed exclusively for the financial adviser marketplace, MPS provides fund management for clients where a bespoke service may not be suitable via a range of managed portfolios selected by our award-winning research team. It allows financial advisers to effectively outsource the day-to-day management of their clients’ investment portfolios while preserving their client-adviser relationships. With MPS your client relationships always belong to you. You match your clients to one or more MPS portfolios, based on their individual needs, and monitor the portfolios’ ongoing suitability as part of your mutual service agreement with the client. We have no personal relationship with your clients. Our job is to run the MPS portfolios on your behalf. Consistently delivering what advisers need The extensive support we have received from financial advisers has helped the service to grow to more than £3bn of assets under management. Responding to advisers’ evolving needs, we have introduced a number of major enhancements since launch: MPS principally invests in actively managed funds, but in January 2017 we launched Passive Plus MPS, a complementary range of managed portfolios using lower-cost index funds to get market exposure. In the first half of 2018 we enhanced our MPS even further, introducing a fresh, more institutional-style investment approach. This has made our portfolios more efficient and brought economies of scale, driving down costs with meaningful reductions across the service. We believe it is increasingly important to understand how fund managers integrate environmental, social and governance (ESG) factors into their fund decision making and their approach to stewardship. As part of our responsible investment management approach, we engage with investment managers on material ESG issues, and they must be UN PRI signatories in order to be considered for inclusion in our MPS portfolios. Work with us Get in touch Your local Business Development Manager (BDM) will be happy to give their view based on market experience as to whether our individual investment management services may be a potential fit for you and your clients. CONTACT US Key facts about our MPS service Available on seven risk models – Cautious, Cautious Higher Equity, Income, Income Higher Equity, Balanced, Growth & Global Equity – in active (standard MPS) or passive (Passive Plus MPS) versions. Minimum investment - £2000 lump sum / £100 per month regular. All portfolios are risk mapped against Dynamic Planner, EValue, Finametrica and Synaptic. Low-cost clean fee structure. Competitive fees on underlying holdings. Monthly rebalancing. Investment underpinned by our award-winning research team. Robust and repeatable investment process. All of the fund managers we select for inclusion in our MPS portfolios are UNPRI signatories. Robust and repeatable investment process. MPS platform availability MPS Our standard MPS service predominantly invests in actively managed funds, though we will include passive funds where we think it will benefit the portfolios in the long run. It offers: Seven active model portfolios offering the breadth to provide you with a responsible investment solution that closely matches your clients’ goals, ambitions and attitude to risk. A strategic approach to investing money driven by our Asset Allocation Committee and our award-winning in-house research team. Portfolios that are tactically adjusted each month to reflect the Committee’s view on the most appropriate mix of assets to hold for a given investment objective and key changes in the market. Funds are selected on a fiercely independent best-of-breed basis: Brewin Dolphin is not tied to any fund manager, bank or insurance company. Each portfolio has an independently assessed ESG score that measures the portfolio’s resilience to long term, industry material environmental, social and governance risks. Please view our latest factsheets for each portfolio’s score. 0.3% clean fee structure and competitive charges on underlying holdings. No dealing charges levied on Aegon, Ascentric, Aviva, Fusion, James Hay, Novia, Nucleus, Standard Life, Standard Life Elevate and Zurich. READ MORE MPS FACTSHEETS Passive Plus MPS With our Passive Plus MPS service we predominantly invest in lower-cost index funds, though we include active funds where we think it will benefit the portfolios in the long run. It offers: Seven portfolios each aligned to a specific investment objective and attitude to risk. Active asset allocation of lower-cost passive funds - investors benefit from the strategic approach we take to investing, driven by our Asset Allocation Committee and our award winning in-house research team. Portfolios that are tactically adjusted each month to reflect the Committee’s view on the most appropriate mix of assets to hold for a given investment objective and key changes in the market. Portfolios that can hold unit trusts, OEICs and exchange-traded funds across the asset classes of equities, bonds and cash. A management fee of 0.2%. Underlying fund charges vary but are low cost. No dealing charges on Aegon, Aviva, Fusion, James Hay, Novia, Nucleus, Standard Life and Zurich. Please note: Passive Plus is not available on Standard Life Elevate. READ MORE PASSIVE PLUS FACTSHEETS Further information Brochures Fees and Charges 2022 Rebalancing Dates Why choose Brewin Dolphin IFA clients A long history of caring for clients’ investments Assets under management Your clients' investments are in safe hands Gold rating for our Discretionary Fund Management service Five star rating for our DFM MPS on platform service Five diamond rating for our DFM MPS on platform service Your next steps Get started Request a callback Speak to a local BDM about our DFM service FIND OUT MORE More information Key documents Explore MPS factsheets FIND OUT MORE Receive our insights Stay updated Subscribe to insights and the latest updates on our services and products FIND OUT MORE Other services Discretionary Fund Management Our bespoke discretionary service offers a solution tailored to your clients’ unique priorities. You and your clients benefit from the services of a dedicated investment manager. FIND OUT MORE Risk rated funds We launched our Voyager fund range in response to adviser demand, to help broaden your choice of vehicles for a Brewin Dolphin investment solution. FIND OUT MORE You may also be interested in Paul Polman on the role of business in fighting climate change In the podcast we ask Paul about the extent of the challenge and what sacrifices may be required in order to meet that challenge. READ MORE Equities slide as rise in bond yields sparks tech sell-off Stock markets fell last week after a sharp rise in bond yields led to the worst technology sell-off in four months. READ MORE Resilient India as the pandemic eases Why has the Indian market actually been one of the more resilient emerging markets despite having seemed to be one of the least well-prepared for it? 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