CS Investment Managers has rebranded with immediate effect, with the discretionary investment management firm now known as Charlotte Square Investment Managers. The rebrand and the firm’s new logo have been updated across Analyser which subscribers will see reflected the next time tyou reviewing your chosen MPS providers. Subscribers can find out more Charlotte Square Investment
Author Archives: Abbey Moffat
09
Jul
Jul
Fusion Wealth platform has updated its data inside Analyser across a range of data points.
28
Jun
Jun
Analyser has been updated to include the Dimensional Core, Core Plus and Sustainability Wealth Models – a set of portfolio suites offered by Dimensional and implemented by ebi Portfolios.
19
Jun
Jun
Two MPS ranges from MAIA are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. The ranges are: These are available on eight platforms. MAIA says it is “open-minded” in its investment strategy, allowing for more esoteric funds as part of its asset allocation and will consider funds
07
Jun
Jun
Subscribers to Analyser can now catch up on two essential pieces of insight into the platform market: Both pieces of insight are available exclusively to subscribers and are essential reading for anyone serious about platform and investment due diligence. There’s no need for you to miss out. You can give Analyser a go with a
06
Jun
Jun
Five portfolios from Morningstar Wealth are now available to include in the comparison, due diligence and suitability exercises you run in Analyser.
22
May
May
Copia Capital has launched two new MPS ranges designed for clients in retirement. These ranges can now be assessed and compared on Analyser. Copia was formally launched as a DFM in 2016 and started out life as a division of the Novia platform, which has since rebranded to Wealthtime. Its new ranges are: · Select Retirement
02
Apr
Apr
AJ Bell has made changes to its charging structure including a new tier and scrapping certain SIPP-related charges, and Analyser has been updated to reflect this.
29
Feb
Feb
For advice professionals, Analyser can help lighten the load and speed up the research process that comes with tax year end.
15
Feb
Feb
Every quarter we update Analyser with the latest performance data for MPS propositions. Performance data for Q4 2023 is now live on Analyser.
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