Our Portfolios are designed to give investors of all risk profiles access to discretionary investment strategies suitable to them and their investment goals. Our solutions are structured to provide a sophisticated investment offering that aims to perform strongly in an array of market conditions. 

Who can invest in MPS?

Why invest in a Model Portfolio Service?

With markets becoming ever more dynamic and changeable it can be a challenge for advice firms to keep on top of important areas such as asset allocation, fund research and fund selection. This is where a well-resourced Portfolio Service can come into its own, with a constant and consistent approach to market analysis and regularly re-shaping portfolios, aiming to improve outcomes for our clients. 

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Who are the Portfolio Services suitable for?

Model Portfolios are ideal for clients who are looking for an investment solution that has a clear target outcome, is benchmark agnostic and who require a steady return from their investments. They are designed for clients who would like exposure to a wide range of assets through one portfolio and have lifetime goals in the medium to long term. 

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Designed to cater for a wide range of risk, return and ethical appetites. The Portfolios are highly diversified and spread risk by investing across regions and asset classes. ​As well as a wide diversification of assets, we also use a blend of investment styles and approaches that we feel support and are complementary to our outcome-based investment approach:

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Momentum Managed Portfolio Service

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Momentum Sustainable Managed Portfolios

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Momentum Passive Plus Portfolio Service

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Momentum Global Model Portfolios (


Momentum Global Model Portfolios (closed to new investments)

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