Managed Portfolio Services  Report 2024

This report is the fifth in the series of reports revisiting the world of Managed Portfolio Services following the reports from 2020 onwards. The report has been commissioned by IFA/GBI/DFM Wealth Magazine and I hope that it will continue to provide advisers with sufficient knowledge and confidence to investigate the whole market of fund managers providing Managed Portfolio Services.

Managed Portfolio Services Report October 2024

The full document is attached.

If you want the glossy version produced by IFA DFM Wealth Magazines, please go to https://ifamagazine.com/managed-portfolio-services-mps-annual-report-2024-25/ .

I believe that the choice of funds available should satisfy any client, irrespective of their investment opinions, attitude to investment risk, investment strategies, anywhere on the globe in any market.

Once again, I have given the fund managers the opportunity to provide information about their range of funds and some background information regarding their investment styles and philosophies.  Additionally, I shall be looking to obtain information from various third-party, independent sources to undertake some basic comparisons of costs and charges and availability on platforms and other links that are set up within this field.

For those of you who have seen the reports from previous years, you will the same basic considerations of why advisers use Managed Portfolio Services. Nothing much has changed in this respect since the previous reports, but they may be a useful reminder.