Discretionary Managed Portfolio Providers (MPS) belongings have hit £208bn after robust development of 32% yr on yr, in response to NextWealth’s newest MPS Asset Replace report.
Property grew by £50bn within the 12 months to the tip of Q1 2026, with £18bn added prior to now six months.
The report stated the discretionary MPS market continues to develop at a a lot quicker tempo than the broader platform market, with the previous rising at 9% over the past six months versus 3% for the latter.
Quilter Wealth Choose continued to dominate discretionary MPS internet asset development with a development fee of 34% over the previous yr, in response to the report.
Tatton, which remained in second place when it comes to complete MPS belongings, made the highest 10 internet asset development desk regardless of de-linking £3.7bn of Perspective Group belongings.
Supply: NextWealth
For the primary time, the report analysed the connection between complete value and asset development. Of the 52 DFMs evaluated, NextWealth discovered that companies with a median complete value under 50bps grew belongings by a median of 30% over the previous 12 months, whereas companies charging greater than 50bps grew by 20% in the identical interval.
Asset-weighted charges declined from 0.54% to 0.49% within the yr on account of the continued development of low-cost passive suppliers.
Heather Hopkins, founder and CEO of NextWealth, stated: “Worth continues to be a driver of development for mannequin portfolios. That stated, value isn’t the one driver. Lively portfolios have managed to take care of their market share and their pricing.
“Lively portfolios make up a couple of third of belongings in MPS and the whole value for hybrid and passive portfolios has fallen roughly thrice quicker than for energetic prior to now two years. Worth is necessary however DFMs proceed to distinguish on service and efficiency, in addition to value.”
• Information within the report was collected by means of NextWealth surveys of monetary advisers and staff of monetary recommendation companies and information offered by 59 DFMs (correct as of 31 March), with estimated information for Timeline and Parmenion based mostly on prior submissions, previous development charges and publicly accessible data.
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