MPS Pro

Our White-labelled service gives you access to our very best ideas with our ready-made MPS solutions but with the added value of reinforcing your brand on marketing material including, factsheets, investment updates and brochures.

Our preexisting, ready made MPS solutions are varied and depending on your appetite for a passive, active, responsible or a blended approach with specialist investment vehicles we have performance track record already available for you to take to your clients, under your banner. We will have regular meetings with your team around rebalances to ensure you are up to date with what changes have been made and why.

We will work to your preferred style of communication including factsheets, email and client webinars reflecting your brand and service. Our due diligence tool kit is regularly updated to enable you to monitor our services.

Through this service we can support you and your firm’s unique identity. We support you, reinforcing your brand, implementing a robust investment process which delivers for your clients.

If our ready-made solutions don’t fulfil your target market needs, then our Tailored MPS maybe an option. For firms with significant assets under advice, this service offers a range of customised portfolios designed specifically to meet your clients’ investment goals.

We will discuss with you your existing investment management service, for example;

• Analysis of your current client portfolios
• How you manage and communicate any changes or rebalances with clients
• Which portfolio management tools you use

We work in partnership with you to agree an investment mandate that aligns with your financial planning process including;

• Adapting to your risk profiling tool
• Understanding your preference to the use of passive and active styles
• Utilising your platforms of choice
• Identifying and justifying all costs to the client

We will ensure adherence with Consumer Duty;

• Defining our responsibilities as manufacturer and yours as a distributor
• Understanding Target market requirements
• Demonstrating Fair Value

As with all our platform MPS solutions, we will manage the portfolios on a discretionary basis under an agent as client relationship which means we treat you as our client, in a professional capacity.

For advisers who outsource their MPS to Evelyn Partners, together we will meet the compliance obligations both today and on an ongoing basis.