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.

The MPS Proposition Comparison report forms part of NextWealth’s research and insight on the investment propositions of financial advisers. NextWealth also publishes research on the rise of segregated mandates in retail, moderates bespoke distribution strategy workshops and hosts a quarterly Forum for Retail Investment Distribution. Email enquiries@nextwealth.co.uk for further information.

Who this report is for:

This market report is intended for people in strategy, proposition, distribution and marketing roles in asset management firms, platforms and DFMs. The report quantifies assets in discretionary MPS, compares propositions from leading providers and tracks changes over time. It is for anyone who wishes to understand the UK MPS market more, including for strategic planning, market assessments, board reports and broader general research purposes. The report can be used by:

• DFMs to benchmark their proposition against the competition, including pricing, VAT charging, compliance framework, platform availability, assets and asset growth.
• Asset managers to identify the fastest growing DFMs, fine tune distribution efforts and better understand the ambition of their DFM partners.
• Platforms to prioritise DFMs to add to the platform, develop functionality to support DFMs in managing money on behalf of advised clients on platform, and better understand emerging platform DFM propositions.
• Financial advice businesses to understanding the proposition and differentiators of their DFM partners and to benchmark their own outsourced investment proposition.
• Private equity firms and consolidators to identify takeover targets and to position their pitch to suit the needs of this changing market.

 

‘ The depth and quality of this report with the excellent research that has gone into its construction is highly valuable for anyone with a distribution, marketing or product interest in the UK Wholesale market with a focus on MPS or indeed the IFA/Wealth Manager market in general.’ – Michael Beveridge, Head of UK Intermediary Distribution, BNY Mellon Investment Management

“We recently purchased NextWealth’s MPS report and it has quickly become a valuable resource for Tatton. It covers the MPS market objectively and comprehensively providing the level of insight we are searching for. In particular, it charts the growth of this maturing market and the breadth and depth of propositions. We appreciate NextWealth’s interpretive analysis and the honesty of the tables. Having reviewed fully and thought about what it means for Tatton, our thinking is challenged and we are able to be better informed in decision making from here.” – Justine Randall, Sales Director at Tatton Investment Management Limited

“NextWealth’s research on the discretionary Model Portfolio Service (MPS) market has provided valuable sector intelligence for Legal & General Investment Management (LGIM). It has helped shape our MPS product offering whilst ensuring our future strategy remains aligned to client’s needs. NextWealth’s insight into the current MPS landscape combined with both Heather and Mark’s experience, helps make sure our conversations with clients are both current and value add to their businesses.” – Paul Measures, Head of Intermediary sales, LGIM.

 

You can complete the form to the right to download a sample of the report. The full report is available to purchase. Get in touch with enquiries@nextwealth.co.uk for details.