Active investment model portfolio service gets a makeover by Rathbones
UK wealth manager Rathbones has launched a revamped Model Portfolio Service (MPS) in 2025, marking its first major offering since the merger with Investec Wealth & Investment. The new MPS provides medium to long-term investment strategies, with seven actively managed portfolios designed to cater to various risk profiles.
The portfolios range from Conservative to Growth+, each aligned with different risk appetites and investment objectives. The suite consists of Conservative, Cautious, Cautious+, Balanced, Balanced+, Growth, and Growth+ portfolios.
The new MPS leverages Rathbones' expanded capabilities following its integration with Investec Wealth & Investment. The portfolios are managed by a strong management team, led by David Coombs, Head of Multi-Asset Investments at Rathbones, alongside fund manager Will McIntosh-Whyte. Portfolio oversight is handled by Andrea Yung, who previously led MPS at Investec Wealth & Investment.
Rathbones emphasizes a "true active" approach, with portfolios actively monitored and adjusted in real time to maintain alignment with client outcomes, even during volatile market conditions. This agility is made possible by having direct oversight of underlying holdings and swift implementation of changes without typical delays.
The MPS offers cost-efficient, diversified investment solutions. The ongoing charges figure (OCF) is capped at 0.5%, with no discretionary fund manager (DFM) fee. The MPS will be available on 14 advice platforms starting in autumn 2025.
Expertise consolidates decades of discretionary portfolio management experience and the multi-asset team’s 16-year public track record. Simon Taylor, head of strategic partnerships at Rathbones Investment Management, emphasizes the combination of two established firms in the launch of the revamped MPS.
David Coombs explains that the new funds offer active, high-conviction, and outcomes-led investment solutions at a fair and competitive price. The MPS includes three new in-house funds built exclusively for this range, each designed to deliver strong, consistent returns over the medium to long term.
Notably, clients in the current MPS will move to the updated service at a lower cost. Changes to the portfolios in the updated MPS are implemented quickly when needed to ensure the best possible outcomes for clients.
In summary, Rathbones' 2025 revamped MPS service delivers actively managed, cost-efficient, and diversified investment solutions tailored to various risk profiles, supported by a strong management team and enhanced by the integration with Investec Wealth & Investment.
[1] Source: Rathbones Press Release [2] Source: Investec Wealth & Investment Press Release [3] Source: Financial Times Article - "Rathbones unveils revamped model portfolio service" [4] Source: Citywire Wealth Manager Article - "Rathbones launches revamped MPS" [5] Source: Professional Adviser Article - "Rathbones launches revamped MPS"
Asset management plays a significant role in Rathbones' newly revamped Model Portfolio Service (MPS), which leverages the company's expanded capabilities following its merger with Investec Wealth & Investment. This service offers cost-efficient, diversified investment solutions in finance, catering to various risk profiles and investment objectives through actively managed portfolios.
The expert management team at Rathbones, led by David Coombs, has incorporated three new in-house funds into the MPS, ensuring clients receive active, high-conviction, and outcomes-led investment solutions at a fair price. The portfolios, ranging from Conservative to Growth+, are designed to deliver strong, consistent returns over the medium to long term.
