Two advice firms join AJ Bell Investments' bespoke MPS partnership

Financial Initiatives and Blue Atlas Wealth

Jenna Brown
clock • 2 min read

Adviser firms Financial Initiatives and Blue Atlas Wealth have signed up to AJ Bell Investments' bespoke model portfolio service offering.

Financial Initiatives joined last month while Blue Atlas Wealth is about to become a partner business. The provider's Partnership MPS is a service that works with advisory firms to design, build and manage tailored portfolios for clients. It explained that partner firms have access to a "range of customisation options" including multiple investment strategies, such as active, passive, blended and responsible, along with varying risk appetites applied across a number of models.   Oculus Wealth joined the offering in December last year. AJ Bell head of investment partnerships Ian ...

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