Brewin Dolphin also offers a Managed Portfolio Service.
The Managed Portfolio Service (MPS) was launched for the IFA market, and is designed to provide fund management to underlying clients for whom a bespoke service may not be necessary or cost-effective.
It is administered by third-party platform providers, and MPS clients can choose from five risk profiles.
Five risk models: Cautious, Income, Balanced, Growth, Global Equity
Eleven platforms: Aegon, Ascentric, Aviva, Axa Elevate, Fusion, James Hay, Novia, Nucleus, Standard Life, Transact and Zurich
Minimum investment: £2000 lump sum / £100 per month regular
Fee: 0.3% plus VAT clean fee structure
Competitive TERs on underlying holdings
Management: Monthly rebalancing
No dealing charges on: Aegon, Aviva, Axa Elevate, Fusion, James Hay, Novia, Nucleus, Standard Life, and Zurich.
Brewin Dolphin’s MPS is designed for those who would like to make an initial lump sum investment, but who also make regular payments into their portfolio.
The MPS is offered via a platform to make investment management a realistic option for clients who may have less to invest, or who are steadily accumulating wealth.
We think this is an interesting proposition.