Defaqto has found that Timeline Portfolios’ Classic – 50 was the most recommended managed portfolio solution (MPS) in 2023.
The provider identified the top 10 most recommended platform MPS by value in 2023. Timeline Portfolios' Classic - 50 was followed by Brewin Dolphin's MPS Growth solution and the Tatton Core Balanced solution. Position Proposition Name % Share of Top 10 1 Timeline Classic - 50 18.11 2 Brewin Dolphin MPS Growth 10.43 3 Tatton Core Balanced 10.42 4 Brewin Dolphin MPS Balanced 10.29 5 Waverton Growth Portfolio 9.06 6 Tatton Core Active 8.86 7 AJ Bell Passive MPS ...
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