Following the recent launch of MPS Scope, its reporting service for discretionary fund managers (DFMs) and model/managed portfolio services (MPS) providers), Finscape is proud to announce that it has signed its fourth DFM client, Charles Stanley, one of the UK’s leading wealth management firms.
A growing number of advice firms choose to outsource investment solutions and portfolio management responsibilities to third parties. Until the launch of this service, it was difficult, if not impossible, to know which advice firms use third-party investment solutions.
Bella Caridade-Ferreira, co-founder and joint Managing Director of Finscape, said “We’re thrilled to welcome Charles Stanley to Finscape. They recognise the value of our detailed and comprehensive market coverage. MPS Scope enables DFMs like Charles Stanley to access vital intelligence on who is buying investment solutions, and through which platforms. We are making it significantly easier for DFMs and MPS providers to identify and engage with advice firms that are interested in their services.”
Tom Hawkins, head of intermediary sales and & strategic partnerships for Charles Stanley, said “One of our top priorities at Charles Stanley is to rapidly grow the adoption of our MPS ranges across the IFA market. An area of significant success for us over the past 18 months has been the growth of our Strategic Partnerships and we’re excited by our growing pipeline of Customised MPS mandates.
To help us achieve our growth ambitions we have partnered with Bella and her Team at Finscape to use the insightful MI from MPS Scope. This data has given us something we haven’t had before, and I’ve have been very impressed by Finscape’s granular coverage of the investment solutions across third-party platforms.”
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About Finscape
Finscape is a joint venture between leading fund research house, Fundscape, and financial services systems supplier Equisoft (formerly Altus). For more details about our distribution intelligence services, visit finscape.co.uk.
For more information, please contact:
Bella Caridade-Ferreira
Joint Managing Director
Tel: +44 (0)7980 241298
bella@finscape.co.uk
About Charles Stanley
Charles Stanley is one of the UK’s leading wealth management firms, providing a range of investment management services to private clients, charities, and professional institutions. For more information, please visit charles-stanley.co.uk.
For more information, please contact:
Tom Hawkins
Head of Intermediary Sales & Strategic Partnerships
Tel: +44 (0)7970 301677
tom.hawkins@charles-stanley.co.uk