Aspen managed portfolio service is now on Analyser and available for review as part of your investment due diligence.
Author Archives: Natalie Holt
27
Jun
Jun
Charles Stanley’s managed portfolio service is now available to review in Analyser as part of your MPS due diligence. Charles Stanley’s origins trace back to 1792, making it one of the oldest firms on the London Stock Exchange. The company operates a 35-strong research and asset management team, and a key part of its approach
23
Jun
Jun
Among the latest wave of MPS providers to join Analyser is Puma Investments. Puma was initially set up to build on a series of venture capital trusts known as the Puma VCTs which had been managed by Shore Capital. It was established as an independent company by chief executive David Kaye in 2012. The Puma AIM
12
Jun
Jun
Trust DFM is among the latest MPS providers to join Analyser, taking the total number of providers available to research in Analyser to 40. Born out of IFA firm Wills & Trusts, which started to actively manage investments for clients in 1995, the firm began to share its approach to investing with other advice firms.
15
Mar
Mar
Quilter Cheviot’s managed portfolio service is now available to review in Analyser as part of your MPS due diligence. One of the UK’s largest DFMs, Quilter Cheviot launched its MPS in 2001 which has £1.49bn in assets under management as at 30 September 2022. It offers five MPS strategies based on what it calls its ‘building
28
Feb
Feb
King & Shaxson is now available to review in Analyser as part of your MPS due diligence.
27
Feb
Feb
EPIC Investment Partners is one of the latest MPS providers to go live on Analyser, and is now available for review as part of your MPS due diligence. The company was founded in 2001 by Giles Brand and Hiren Patel, who both have backgrounds in private equity. The MPS range was launched in July 2021,
26
Jan
Jan
Not sure where to start with your due diligence? We can help with that. We recently added six templates to Analyser to give you a head start on due diligence. They are: These templates have lang cat knowledge and experience baked in. They also benefit from what we know about how Analyser users are using
12
Jan
Jan
We’re kicking off 2023 in style with news of a brand-new development – Analyser templates. Here’s a quick rundown of what we’ve built and why.
22
Jul
Jul
When we first set up Altor six years ago, we did our initial platform due diligence manually. As a small advice business, we didn’t want to pay lots of money to get an external consultancy to run a due diligence project for us. So we carried out a platform comparison exercise ourselves on a huge