Tatton MPS solutions dominate as most popular in Q1

Three Tatton MPS solutions land in Defaqto’s top ten

Isabel Baxter
clock • 2 min read

Three Tatton Investment Management managed portfolio solutions (MPS) have been included in Defaqto’s top ten for Q1 2024.

In its most recent round of data, Defaqto has identified the top ten most recommended platform MPS by value in Q1 2024. Having been the sixth most popular MPS investment solution in 2023, the Tatton Core Active solution has now found itself the most recommended in Q1 2024, closely followed by the Tatton Core Balanced solution. Position Q1 2024 Proposition Name Position end 2023 Movement up / down % Share of Top 10 1 Tatton Core Active 6 +5 15.7 2 Tatton Core Balanced 3 +1 12.9 3 Timeline Trac...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on DFM & Model Portfolios

Quilter Cheviot lowers direct client MPS fee and increases access

Quilter Cheviot lowers direct client MPS fee and increases access

Wealth manager’s MPS added to Aegon’s and Nucleus’ platforms

Isabel Baxter
clock 28 August 2024 • 2 min read
Copia Capital signs up to Mabel Insights MPS comparison site

Copia Capital signs up to Mabel Insights MPS comparison site

Comes after Mabel launched cashflow planning service for advisers

Isabel Baxter
clock 08 August 2024 • 1 min read
Continued shift towards passive in MPS while costs decline

Continued shift towards passive in MPS while costs decline

NextWealth finds 14% of MPS assets have moved from active to passive

Isabel Baxter
clock 14 June 2024 • 1 min read