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Invesco to launch Model Portfolio Service


Invesco is planning to launch what is says will be the UK’s first Model Portfolio Service to utilise Intelliflo’s integrated Model Portfolio technology.

Invesco’s MPS will harness the global investment expertise of Invesco and brings a 40 strong team to the task of building and maintaining model portfolios. This service will initially launch with a range of multi manager model portfolios to meet a variety of adviser and client needs.
Invesco will be the first firm to offer Model Portfolio Services via Intelliflo’s cutting edge technology, integrated Model Portfolio Solutions (iMPS). The iMPS technology will help streamline the advice process, providing automated client communication for portfolio changes, allowing advisors to maintain advisory portfolios that align to clients’ risk appetites easily and efficiently.
Invesco’s MPS will be delivered to advice firms at the low cost of GBP1 per client per month (plus VAT) to access the model portfolios. This fee will be capped at GBP70 per month (plus VAT) per advice firm. The combined service will give financial advisers greater control of their advice process.
The Invesco MPS will aim to tackle the ongoing challenges the adviser faces day to day. As an actively managed, solution for an advisory investment service, it will aim to provide a seamless way for advisers to address their different challenges. The service will benefit from the depth and breadth of the scale and expertise offered by Invesco’s deep penetration in global markets offering market insight and commentary, allowing the adviser to provide informed financial advice that will fit into their client’s lifestyle and risk requirements.
Chris Lyes, Head of Retail Distribution at Invesco, says: “Advisers in the UK face increasing challenges to meet evolving market and regulatory challenges. We believe that by bringing Invesco’s investment depth and expertise onto the cutting-edge technology of Intelliflo we can deliver improved choice, investment outcomes and value to advisors and their clients.”
“Our scale as the one of the largest asset managers in the world means we can bring this robust investment proposition to the UK financial adviser at a market leading price.
“We believe in the value of financial advice, we believe a small amount of financial advice can make a real difference and ongoing financial advice can be life changing.”
Invesco has experience running a similar service in the US, through its Jemstep offering and will look to leverage its expertise in providing a unique experience to the UK advisory market.
Invesco plans to launch its MPS service later in the summer.

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