Fidelity International on being 'late' to the MPS party

‘It has enabled us to really think about what’s needed’

Sophia Panayi
clock • 4 min read

Fidelity International portfolio manager Caroline Shaw and head of managed portfolio solutions (MPS) and intermediary solutions sales Graham Folley spoke with Sophia Panayi about how its freshly launched MPS range brings something different for advisers…

Fidelity International took a plunge into the world of MPS with the launch of its WealthBuilder offering in mid-April. The solution is built around three complementary portfolio ranges, which the business said allows advisers to align investment style, cost and outcome expectations to individual clients. The MPS team at Fidelity has been able to see the market evolve, according to Shaw.  "Coming later has enabled us to really think about what's needed," she reflected. "The platforms can only do what they can do, and I suppose we've innovated around that limitation." The Fidel...

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's WealthSelect increases value tilt in rebalance

Quilter's WealthSelect increases value tilt in rebalance

Markets 'likely to become increasingly discerning'

Michael Nelson
clock 08 September 2026 • 2 min read
Advisory/DFM bespoke portfolio partnerships gaining popularity

Advisory/DFM bespoke portfolio partnerships gaining popularity

Outsourced MPS remain dominant model for CIPs

Jenna Brown
clock 03 September 2026 • 3 min read
How MPS is helping advisers do more financial planning

How MPS is helping advisers do more financial planning

'Advisers who have made the change often describe a clearer sense of purpose'

Mark Sanderson
clock 05 August 2026 • 4 min read