Bespoke portfolios, built by advice firms in partnership with a discretionary fund manager, are gaining popularity, according to research.
Copia Capital Management (Copia) said while outsourced managed portfolio services (MPS) remain the dominant model for central investment propositions (CIP), bespoke portfolios were gaining ground. Research, conducted among 182 advice professionals, and part of its latest CIP report with The Lang Cat, Centralised Investment Propositions 2026: Tuning the engine for growth, found 63% of firms outsource, compared to 23% mostly managing portfolios in-house. It added that one in twelve firms (8%) now use a bespoke approach. This increased to almost a quarter (23%) among firms with AUM of £5...
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