Model Portfolio Service

Investment management responsibilities take a lot of time, and rightly so, as it's incredibly important. Not only are there increasing regulatory pressures, markets change rapidly and it takes time to do the research to keep on top of everything. This is where we can help you.

Size & Scale

M&G plc manages £348.9bn of assets (as at 30 June 2022)
We leverage the wide investment capabilities and expertise across M&G plc

Investment approach

Long-term approach to investing
Globally diversified
Active investment management

Competitively priced

Discretionary management fee from 0.15%
Passive-only portfolio available

Robust risk management

Portfolios reviewed regularly by independent risk team

An introduction to MPS

Choose our MPS and we’ll take care of the portfolio management, asset allocation, fund research and risk monitoring required to help deliver your clients’ objectives. Which means you'll have more time for building and maintaining relationships with your clients and focusing on their financial planning needs for the future.

The value of any investment can go down as well as up, so your customer might not get back the amount they put in.

Our MPS solutions

We offer three different MPS ranges for different investment styles; Passive, Hybrid and Global ESG Themes.

We also work with advisers to create customised bespoke MPS ranges.

Global ESG Themes

A range of six actively managed multi-asset portfolios with ESG objectives.

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Passive

A range of five risk-managed portfolios predominantly invested in passive funds.

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Hybrid

A range of five risk-managed portfolios invested in a blend of active and passive funds.

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Bespoke

Portfolios tailored to the adviser's key client segment and advice process.

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Would you like to speak to someone about our MPS ranges?

Please contact us and one of our Business Development Team will give you a call back.

Adviser support centre

Our library of support material gives you easy access to a suite of helpful items including fact sheets, guides, risk mapping, performance and investment outlooks.

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Disclosure and Regulatory

Explore the latest disclosure and regulatory information around how to complain, inducements, conflict of Interest, Pillar 3 and the UK Stewardship Code.

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Latest insights

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Would you like to speak to someone about our MPS ranges?

Please contact us and one of our Business Development Team will give you a call back.

M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:

M&G Wealth Advice, provided by M&G Wealth Advice Limited, registered number: 5739054. Model Portfolio Services, provided by M&G Wealth Investments LLP, registered number: 0C305442. M&G Wealth Platform, provided by Investment Funds Direct Limited, registered number: 01610781. Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.