Our comprehensive annual Managed Portfolio Services report for 2024/25 was released for financial advisers last November. If you missed it, be sure to click here to download your copy.
This is the fifth in our series of reports revisiting the world of Managed Portfolio Services. It aims to provide advisers with sufficient knowledge and confidence to investigate the market of fund managers providing MPS.
Researched and written by leading Compliance Consultant Tony Catt, this report is the widest single-source publication on MPS research in the sector.
Fund managers have been given the opportunity to provide information about their range of funds and some background information regarding their investment styles and philosophies.
