Diversified managed portfolios driven by Clever technology

Marlborough is the FCA authorised and regulated DFM for the CleverMPS. Their team of highly experienced and qualified portfolio managers manage the day-to-day operations of the portfolios – they review recommendations made by the fund selection and monitoring system (the CleverEngine), action trades, and work alongside Dynamic Planner to ensure any changes made during monthly portfolio reviews will not alter the overall risk profile of each model.

A multi-award-winning investment specialist, Marlborough manages approximately £5billion on behalf of more than 200,000 private, corporate, and institutional clients. Marlborough’s MPS team have more than 150 years’ combined investment experience. They are experts in managing risk-graded portfolios, diversified across key global asset classes. Marlborough was awarded ‘Best Small to Mid-Sized Investment Group’ at the FTAdviser Investment 100 Club Awards 2021.

Yes. We care about protecting your client relationships, so all communications come from your firm, not us. This is all managed within our CleverMPS Portal, where you can view the models, check performance etc. We handle the fiddly stuff (white labelling and populating update emails for your firm), so you only need to click a button in the portal to send monthly communications to your clients.

Yes. Whether your clients are invested in our CleverMPS Core range or any of the CleverMPS Sustainable models, they will not incur VAT charges.

Our partner firms are updated regularly with insightful content from the CleverMPS team. This includes weekly market reviews and commentary, our ‘Chart of the Week’ email updates, monthly fact sheets, MPS range overviews, and sustainable impact analysis reports as well as quarterly portfolio review webinar sessions (live and OnDemand), and events.

The models are reviewed quarterly by the portfolio managers at Marlborough and the team at Dynamic Planner to ensure that any changes made as part of the monthly fund reviews will not alter the overall risk ratings of the models.

This managed portfolio service follows an Agnostic investment strategy with quantitative fund analysis and selection methods.

An Agnostic strategy offers more freedom for our portfolio managers and allows the CleverEngine fund selection and monitoring system to analyse, score, and rank all of the 4,000+ UK domiciled investment funds without limitation.

Like a blended service, the funds available for inclusion are increased beyond just Active or Passive, but we are not limited to including a combination of fund types – if the most appropriate funds are all Active (or all Passive), the portfolio managers can take this approach.

Yes. We provide all of our partner firms with suitability report templates, including examples of the wording they might choose to use in their reports. These are available exclusively to partner firms via the CleverMPS Portal.

Absolutely! We find that a quick demo is the best way to answer your questions, show all the key features and benefits of the service, and – most importantly – determine whether the CleverMPS is right for you and your clients. Contact us today to get started.