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AJ Bell forms panel of external platforms for managed portfolio service


AJ Bell Investments has formed a panel of external platforms to make its low-cost managed portfolio service (MPS) more easily available to a larger number of financial advisers. 

This means that as well as using AJ Bell Investcentre, advisers can now access the full range of AJ Bell’s MPS portfolios, with their investment management fee of 0.15 per cent, on:

•    Abrdn (formerly Standard Life Wrap)
•    Aviva
•    Praemium
•    Quilter

AJ Bell Investments has implemented this change in response to demand from advisers for the portfolios to be on a wider range of platforms. Independent research also shows that the use of platform-based managed portfolio services by advisers is growing quickly, and that availability of an MPS on an adviser’s preferred platform is one of the key factors used when advisers select an MPS provider. 

The portfolios have gone live on all four platforms this week and are available for advisers to recommend now. The firm writes that the AJ Bell MPS consists of a total of 28 portfolios, giving advisers the choice they need to meet a wide variety of client profiles:

•    18 Growth portfolios – six different risk levels, each with passive, active and pactive investment strategies
•    six Responsible portfolios – six different risk levels combining active and passive investment strategies
•    four Income portfolios – two income options, each with passive and active investment strategies 

Mark Gillian, head of product at AJ Bell Investments, says: “Advisers have told us that the availability of the AJ Bell MPS on other platforms is important to them. We’re therefore delighted to work with our platform partners at Abrdn, Aviva, Praemium and Quilter to broaden choice for advisers and ultimately help them to service their clients.”  

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