Insights and events for financial advisers

A simpler, more efficient way to deliver consistent outcomes for your clients.

Advisers today are juggling more than ever, from tighter regulations to changing client expectations. It’s no wonder so many firms are rethinking how they manage client portfolios.

The re-launched Rathbones Model Portfolio Service (MPS) on Platform offers a smarter, more flexible solution – one that tackles the common limitations of traditional MPS approaches while giving you greater control and clarity.

A smarter structure to reduce unnecessary crystallisation and simplify planning.

The sharp reduction in the annual exempt amount for capital gains tax (CGT) has prompted fresh scrutiny of how portfolio changes affect clients, especially those with general investment accounts. The structure of the re-launched Rathbones MPS helps mitigate many of the issues advisers face when it comes to CGT, offering a cleaner, more controllable way to manage risk and return.

How Rathbones Model Portfolio Service reduces disruption, improves control and supports better outcomes.

For many advisers, rebalancing has become a hidden source of friction, and one that quietly creates complexity, client confusion and administrative workload. The restructured Rathbones Model Portfolio Service (MPS) offers a more efficient, flexible way to keep portfolios aligned with client needs, without the disruption often caused by conventional quarterly rebalancing.

Rising debt and higher borrowing costs are reshaping public finances across advanced economies — with big implications for inflation, growth and long-term investment strategies.

As more clients cross the £250,000 mark, advisers are having different conversations. Expectations are changing, complexity is increasing – and a more personalised approach is becoming essential.
Bespoke investment management is no longer a niche offering. It’s fast becoming a central way for advisers to deliver long-term value to clients with larger portfolios and more nuanced needs.