NextWealth

Premier Miton embarks on Managed Portfolio Service venture

Managed funds

Premier Miton embarks on Managed Portfolio Service venture

Two ranges launched

clock 12 July 2024 • 1 min read
M&A value drops across wealth despite rise in number of deals

Companies

M&A value drops across wealth despite rise in number of deals

67 acquisitions

clock 10 July 2023 • 2 min read
DFMs enhance due diligence on advisers ahead of Consumer Duty

Regulation

DFMs enhance due diligence on advisers ahead of Consumer Duty

Classed as co-manufacturers

clock 13 June 2023 • 1 min read
NextWealth: Investment managers still hindered by 'low tech' operations

Technology

NextWealth: Investment managers still hindered by 'low tech' operations

Reliant on spreadsheets and Word

clock 30 May 2022 • 2 min read
Quilter stops third-party managers investing in Russia and Belarus

Companies

Quilter stops third-party managers investing in Russia and Belarus

Used on firm's WealthSelect service

clock 11 March 2022 • 2 min read
NextWealth: DFMs missing out on decumulation assets

Industry

NextWealth: DFMs missing out on decumulation assets

'Constrained by platform functionality'

clock 04 January 2022 • 2 min read
Big-name discretionary managers struggling to gain market share among advisers

Wealth Management

Big-name discretionary managers struggling to gain market share among advisers

80% advisers use MPS

clock 14 October 2021 • 1 min read

ESG

Majority of advisers prefer branded ESG funds ahead of integrated solutions for clients

Preview of NextWealth ESG Tracker Study findings

clock 12 April 2021 • 2 min read

Multi-asset

Fairstone, FE and Wellian fastest growing DFMs in 2020

Morningstar and Quilter Cheviot MPS assets decline

clock 18 December 2020 • 3 min read

Investment

SJP to launch portfolios of segregated mandates

Under plans to unitise portfolio

clock 04 June 2019 • 2 min read
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