Sarasin & Partners to provide bespoke MPS for advice firm

Available for Midlands-based MPA Financial Management’s clients

Isabel Baxter
clock • 1 min read

London-based asset manager Sarasin & Partners has partnered with advice firm MPA Financial Management to create bespoke model portfolios for its clients.

The MPA Sarasin Tailored Portfolio Service consists of five model portfolios designed to meet a range of client risk profiles. By utilising Sarasin & Partners' Tailored Model Portfolio Service (MPS), the firm said MPA benefits from a halving of its annual management charges, elevated reporting features, and regulatory alignment with Consumer Duty. The range also provides MPA clients with access to Sarasin & Partners' global thematic investment process. Sarasin & Partners said the partnership with MPA demonstrates its "ongoing commitment to innovation and efficiency in the portfolio...

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

Saddle up for a quick lesson in risk

Saddle up for a quick lesson in risk

Is risk profiling an art or a science?

Edward Kennedy
clock 12 September 2025 • 4 min read
'Value is in the eye of the beholder': Sparrows' capped fee MPS approach

'Value is in the eye of the beholder': Sparrows' capped fee MPS approach

Fixed fees ‘can create cross-subsidisation’

Isabel Baxter
clock 11 September 2025 • 4 min read
Square Mile launches MPS range and rebrands under Titan banner

Square Mile launches MPS range and rebrands under Titan banner

Marks ‘latest major product collaboration’

Jen Frost
clock 08 September 2025 • 1 min read