Unlocking the Next Phase of MPS Growth
Discover the operational realities, limits, and future of Managed Portfolio Services

Running Managed Portfolio Services (MPS) on-platform creates consistency and scale, but it can also bring friction. What stops firms from expanding their MPS use? How do advisers handle tax barriers, control issues, and reporting limits?

This evidence-led report gives you a clear view of what UK advice professionals need in a mature market.

The report will help:
  • Understand operational realities: See exactly how firms experience MPS once it is running on-platform.
  • Discover barriers to wider use: Learn how tax, platform capability, and reporting create friction.
  • Gain practical insights: See the practical limits of MPS and how advice firms work around them.

Steve Owen, Head of Proposition (Morningstar Wealth) and Steve Nelson, Insight Director at the lang cat, share findings from our latest research in this comprehensive report.

This research is grounded in a robust quantitative study of 182 advice professionals, complemented by in-depth practitioner interviews, providing credible and actionable insights to help you scale your Centralised Investment Proposition.
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