Tilney adds MPS range to 12th Platform

23 August 2018

Leading UK investment management group Tilney, which includes the intermediary division, Tilney for Professionals, working with independent financial advisers to assist with their discretionary fund management (DFM), has launched its model portfolio range (MPS) on the Hubwise platform. This is the twelfth platform that its MPS range is on, with others including Nucleus, Transact and Aegon.

The models were launched in 2011 and are primarily made up of Collective Investment Schemes. There are five risk based models and two income strategies available, which are mapped to the risk profile tools of Dynamic Planner and FinaMetrica. In addition, Tilney has built a proprietary risk modelling tool, Efficient Frontier, which ensures portfolios remain within designated risk bands.

Lucy Minton, Business Development Director at Tilney for Professionals, commented: “Launching our model portfolios on another platform reinforces our commitment to the UK adviser market place. We have £180m of AUM in the models across various platforms and more than £2bn of externally advised assets across our bespoke, managed portfolio and unitised DFM offerings. Hubwise is a new player in the platform space but has already made big inroads into the market and we are excited to be working with them.”

Angus Macdonald, Chief Executive Officer at Hubwise, added “At Hubwise we aim to constantly enhance our service offering to ensure we always meet the needs of our users. We are delighted to introduce Tilney’s Model Portfolio Service for our platform users to access. We look forward to what we hope will be a long and fruitful relationship with Tilney.”

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Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This press release does not constitute personal advice.

About Tilney

Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years.  Our clients are private investors, charities and professional intermediaries who trust us with over £23 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments.

We have won numerous awards. Tilney has been awarded Best Conventional Advisory Service at the 2018 City of London Wealth Management Awards, Best Advisory Service in the 2015 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. Bestinvest was voted Best SIPP Provider and Best Fund Platform at the 2017 City of London Wealth Management Awards, Best Direct SIPP Provider at the YourMoney.com Awards 2017, Best Stocks & Shares ISA Provider at the 2017 Shares Awards, as well as Best Self Select ISA Provider, Best Online/Execution-only Stockbroker and Best Investment Platform 2017 at the FT and Investors Chronicle Investment and Wealth Management Awards, as voted by readers of the FT and Investors Chronicle.

Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across our network of 30 offices, enabling us to support clients with a local service throughout the UK.