Our MPS Proposition Comparison series is ideal for developing a deeper understanding of the discretionary managed portfolio services market in the UK.
Published annually – and supplemented with quarterly updates – each report offers a comprehensive picture of the competitive landscape. Features include quantified assets in discretionary MPS and proposition comparisons across leading providers with changes tracked over time.
An essential tool for strategic planning, market assessments, board reports and broader research purposes the MPS Proposition Comparison Reports are available for purchase.
NextWealth’s MPS Asset Update June 2025 is part of our ongoing research into the investment propositions used by financial advisers. This report, updated bi-annually, is based on data from 54 DFMs, more than in any previous report.
This report, updated twice-yearly, forms part of NextWealth’s research and insight on the investment propositions of financial advisers. It details quarterly and annual asset growth, compares costs and fees and propositions. This year we explore key themes such as market positioning, sources of growth, portfolios for drawdown, tailored models and unitised MPS.
Assets in discretionary model or managed portfolio services (MPS) experienced strong growth in the six months to the end of Q1 2024. Asset growth was aided by favourable market conditions and a continued shift in assets toward discretionary MPS driven by the Consumer Duty and continued price pressure. M&A activity has also continued in the financial advice sector presenting both opportunities and difficulties alike for providers of discretionary MPS.
NextWealth has published its annual MPS Proposition Comparison report. This report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
This report, updated bi-annually, forms part of NextWealth’s research and insight on the investment propositions of financial advisers. We focus on the changes within inflow, charges and proposition composition across 40 DFMs in the industry.
NextWealth has published their annual MPS Proposition Comparison report. This report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
NextWealth has published an update to the bi-annual MPS assets report, which forms part of NextWealth’s research and insight on the investment propositions of financial advisers.
