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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 £370bn of assets (as at 31 December 2021)
  • 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

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.

Contact us

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 solution

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

We also work with advisers to create customised MPS ranges.

Global ESG Themes    Passive    Hybrid    Bespoke

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.

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

Please fill in your contact details and someone from the Business Development Team will give you a call back.

Or call us on 0208 162 4929

Issued by M&G Wealth Investments LLP, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales with company number OC305442. Registered office: 10 Fenchurch Avenue, London EC3M 5AG.

M&G Wealth Investments LLP is a subsidiary of 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.