International Managed Portfolio Service

Managing an investment portfolio is a complex challenge, requiring continuous monitoring and research.

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The International Managed Portfolio Service (MPS) is a dedicated investment management proposition, ensuring diversification and risk management is maintained to keep your portfolio effectively managed throughout the investment cycle.

Investors are given a choice of seven risk-rated models in GBP, EUR & USD.

How Evelyn Partners can meet your needs

  • A dedicated MPS investment team, supported centrally by over 290 investment professionals, giving access to our broad intellectual capital
  • When you choose to access the International Managed Portfolio Service via a platform, the investment agreement we put in place is between Evelyn Partners and the financial adviser firm. The responsibility for initial and ongoing suitability of the strategy rests with the financial adviser and we are responsible for managing the portfolios
  • Clients can clearly see each underlying asset held and their portfolio values via the platform or through our monthly factsheets

How are the model portfolios constructed?

  • The managers draw heavily upon Evelyn Partners’ proprietary asset allocation framework, Efficient Frontier and fund research processes
  • Asset allocation constraints are employed to ensure consistent levels of exposure to the underlying asset classes but within this, the managers look to take an active approach
  • The models are rebalanced throughout the year, typically quarterly, to reflect the team’s views on markets and to access investment opportunities
  • The portfolios are continually monitored to ensure the levels of risk remain consistent with each strategy’s investment mandate

You choose the platform

Our Managed Portfolio Service is available via  external international platform providers, Novia Global and Morningstar International, which preserves the relationship between clients and adviser.

We aim to have our portfolios available across platforms that we know can effectively support your needs, and also our management of the portfolios.

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.