One Four Nine Portfolio Management has passed the £800m assets under management (AUM) milestone, capping its fifth year in business with a 25% rise in assets during 2025.
The investment arm of financial planning firm One Four Nine Group said growth was underpinned by both inflows and sustained performance within its discretionary portfolios. Defaqto ranked the firm's Growth (Passive) Portfolio seventh out of more than 300 peers, while its Balanced (Passive) strategy also made the top ten. Morningstar placed its Sustainable Cautious Portfolio third in its category over three years, with further top ten positions for the group's Income Growth and Passive portfolios. The model portfolio service (MPS) range, launched in 2021, has earned consecutive five-st...
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