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Evelyn Partners adds four model portfolios to int’l MPS range

By Robbie Lawther, 3 May 23

Strategies are defensive, conservative, growth and maximum growth

Wealth management group Evelyn Partners has launched four new model portfolios in its international managed portfolio service (MPS) range in response to demand from international financial advisers.

The strategies are defensive, conservative, growth and maximum growth.

The expansion of the international MPS range, which was originally launched in 2016, means it now includes a total of seven risk-rated models. The range is managed by Christopher Golding, head of investments at Evelyn Partners International.

The international MPS strategies feature a blend of actively managed and passive funds. The range is available in pound sterling, US dollar and euros, with no minimum investment threshold and are available on Novia Global and Morningstar International platforms. The Annual Management Charge on the range is 0.30% pa.

Evelyn Partners international MPS is complemented by its international sustainable MPS, which has six sustainable models from conservative to maximum growth, and also sits alongside Evelyn Partners discretionary portfolio service.

Maurice Keane, managing director of international business development at Evelyn Partners, said: “The launch of the new models in our international MPS range follows demand from financial advisers, particularly in Europe where we have an EU Mifid licence meaning that we are able to continue to bring intermediaries in the EU a full suite of attractive investment solutions, including bespoke investment management, MPS strategies and multi-asset funds post-Brexit.

“We are committed to continuing to enhance our offering for international financial advisers to give them the right range of portfolios for use with their clients.”

Tags: Evelyn Partners | Model Portfolios

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