Outlook
27 Mar 25 5 min read
Just as a tailor crafts a suit to fit perfectly, tailored model portfolio services (MPS) are designed to meet the unique needs of each client.
In the dynamic world of financial services, MPS have become indispensable for advisers. As demand grows, so does the variety of options from ESG-themed investments to a blend of active and passive styles. However, the true innovation lies in tailored MPS solutions, allowing advisers to customise standard offerings to fit their clients like a bespoke suit.
Regulatory changes, particularly consumer duty, have prompted advisers to re-evaluate their business models. This introspection often reveals the need for customised investment solutions.
Additionally, the commercial landscape is shifting. Some firms focus on cost efficiency, others on brand enhancement, and some on increasing profitability. Tailored solutions like white labeling and own-line options help firms enhance brand visibility and leverage scale for better pricing.
Tailored MPS solutions offer several key advantages:
To find out more about the suitability of MPS for your client, please contact your M&G MPS business development manager.
We offer a range of tailored solutions, leveraging our experience and expertise across the whole spectrum. We understand tailored solutions are more than just investments but also a matter of managing change for clients, advisers and their wider businesses. Find out more.
Each type of Tailored MPS has its own nuance, pros and cons. Just as a tailor needs the finest materials and skilled hands to create a perfect suit, executing tailored MPS solutions requires a credible partner. I use ‘partner’ intentionally as this relationship should be more than a simple commercial transaction – your clients, brand and business are all involved in the journey.
Ready to enhance your client relationships and optimise your investment strategies?
Contact your M&G MPS business development manager or complete the form below to explore tailored MPS solutions.
This service is provided by M&G Wealth Investments LLP.