Last year, M&G bought the Ascentric platform from Royal London. The sale followed the completion of Ascentric’s re-platforming in 2019 and the conclusion of a comprehensive strategic review.
M&G plan to invest and grow the platform, which will provided certainty for the advisers who currently use their services, as well as potential new advisers to the Ascentric platform.
The IBOSS Managed Portfolio Service (MPS) offers four ranges of discretionary model portfolios – Core, Passive, Income and Sustainable. Built specifically for the financial adviser marketplace, our MPS provides practical and cost-efficient ways to outsource the management of your clients’ investments, whilst aligning them to their long-term investment goals, appetite for risk and desired investment style.
The same IBOSS investment philosophy is consistent across all of our solutions; whereby we place an emphasis on diversification, risk-adjusted returns and defensive characteristics, enabled by rigorous quantitative and qualitative research.
Included within the extensive support offered by the MPS, we also provide an optional white labelled client communication service at no extra cost. These quarterly updates are sent to clients on your behalf, including your own branding and keeping them informed of current economic and market conditions, as well as any changes to their portfolios.
There are many more reasons why we think we make the perfect investment partner though, and you can read more about us here…
If you would like more information regarding our discretionary range or to discuss any specific queries, then please do not hesitate to contact a member of our Business Development Team;
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.