Tag

Investment proposition

2 articles tagged with "Investment proposition"

Investment 8 May 2026

Bespoke Portfolio Management for HNW Clients: When It Earns Its Fee

When bespoke portfolio management beats MPS for UK HNW clients. Suitability triggers, real fee maths, due diligence questions and Consumer Duty notes.

Jonny Rowse

10 min read

Investment 13 April 2026

Model Portfolio Services vs Bespoke Portfolios: Which Approach Suits Your Practice?

MPS vs bespoke portfolios: a practical comparison to help UK wealth advisers choose the right investment approach for their practice.

Jonny Rowse

11 min read