DFM & Model Portfolios

Financial factors must outweigh non-financial factors in a DFM’s decisions

Data and technical standards designed to bring more MPS transparency and consistency

'Many clients may wish to transition from MPS to bespoke as their financial journeys move into unfamiliar territory'

‘Having solutions available across a wide range of platforms is critical’

More initiatives in the pipeline following IW&I integration

Includes six blended options

Now accounts for 16% of total UK market

Ebi has made several board and executive changes

Coffee and MPS, easily

Firms increasingly exploring AI use to push gains even further