Quilter Cheviot’s managed portfolio service is now available to review in Analyser as part of your MPS due diligence. One of the UK’s largest DFMs, Quilter Cheviot launched its MPS in 2001 which has £1.49bn in assets under management as at 30 September 2022. It offers five MPS strategies based on what it calls its ‘building
Author Archives: Natalie Holt
28
Feb
Feb
King & Shaxson is now available to review in Analyser as part of your MPS due diligence.
27
Feb
Feb
EPIC Investment Partners is one of the latest MPS providers to go live on Analyser, and is now available for review as part of your MPS due diligence. The company was founded in 2001 by Giles Brand and Hiren Patel, who both have backgrounds in private equity. The MPS range was launched in July 2021,
26
Jan
Jan
Not sure where to start with your due diligence? We can help with that. We recently added six templates to Analyser to give you a head start on due diligence. They are: These templates have lang cat knowledge and experience baked in. They also benefit from what we know about how Analyser users are using
12
Jan
Jan
We’re kicking off 2023 in style with news of a brand-new development – Analyser templates. Here’s a quick rundown of what we’ve built and why.
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Jul
Jul
When we first set up Altor six years ago, we did our initial platform due diligence manually. As a small advice business, we didn’t want to pay lots of money to get an external consultancy to run a due diligence project for us. So we carried out a platform comparison exercise ourselves on a huge
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Jul
Jul
I was originally introduced to Analyser by Terry Huddart at the lang cat, who asked me to be part of the original testing group ahead of Platform Analyser going live. At the time, there wasn’t much out there by way of support on platform due diligence. Some firms did some bits well, but there weren’t
14
Jul
Jul
Now that lots of you are starting to get to grips with the new MPS module in Analyser, questions are starting to come in about how we handle performance. Our approach is a bit different to the other tools out there, so read on to find out what we do and why we do it.