Based on back tested data, the fund’s model portfolio delivered average 5-year annualised returns of 19% (21.5% including ...

London-based wealth and asset management firm Shard Capital has launched a new flagship series of investment strategies, the ...

The amount of assets moving into model portfolios has surged in recent years, illustrating their growing popularity among financial advisors, according to Morningstar.

NEW YORK CITY, NY / ACCESS Newswire / June 26, 2025 / AstraBit has integrated a portfolio optimization engine grounded in ...

Wealth management firms are reviewing whether bespoke portfolios are suitable for all the clients that are in them ...

Fidelity Institutional Wealth Adviser LLC (FIWA)® is a registered investment adviser and an indirect, wholly-owned subsidiary ...

MeDirect Bank Malta has launched a new Model Portfolios service, offering expertly managed, globally diversified investment ...

CAIS, the alternative investment platform for financial advisors, today announced the first in a growing series of investment ...

Fidelity Investments has rolled out custom model portfolios with exposure to the private markets and will do the same for its turnkey models as well.

The company says it is making it easier and more efficient for advisors to provide clients exposure to alternative ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.