We are pleased to announce that we have teamed up with Hymans Robertson Investment Services (HRIS), a leading discretionary fund manager (DFM), to offer a range of new investment portfolios to its clients.

The new investments are bespoke to MPA and we have become one of only a small number of UK wealth management companies to partner with HRIS. The portfolios will be offered to our clients and will suit a range of risk criteria and investment preferences.

Known as the Inspired Portfolios, the range draws of the extensive investment expertise of Hymans Robertson and provides a mix of four investment risk profiles, each including a mix of active, passive, factor and ESG related fund investments.

HRIS will also provide MPA with its Sustainable Income Tool, which uses a range of sophisticated modelling tools to give a far more accurate figure regarding a person’s life expectancy, broken down by postcode. This will provide our financial advisers with increased data regarding their clients which can further aid their financial planning.

Phil McGovern, Managing Director at MPA said: “We are incredibly pleased to be partnering with Hymans Robertson to add the Inspired Portfolios to our range of client options. The expertise of the Hymans Robertson team and the ongoing investment management and analysis is something that really appealed to us as we know it will be beneficial to our clients. I am looking forward to a long-term partnership as they support us in our growth aspirations to reach £1 billion in assets under management.”

Stephen Birch, Managing Partner, Investment Services at Hymans Robertson, commented: “We are really excited to be working with MPA. Our aim at HRIS is to develop relationships with retail advisory firms that are long-lasting and to build partnerships with those that have a similar culture and values to our own.  MPA has established an amazing reputation and we’re thrilled to be a positive part of their business growth.   We’re looking forward to helping MPA to help its clients achieve the best portfolio management in retirement.”

Hymans Robertson Investment Services (HRIS) is a specialist discretionary investment management business, fully owned by Hymans Robertson LLP (HR LLP).  HR LLP is an independent partnership founded in 1921. It employs over 1,000 staff, many of which are experts in investment, pensions and risk management. It supports many of the UK’s largest institutions, businesses, and pension funds, with over c.£350bn of assets under influence.  HRIS calls upon on the significant expertise and resources of its parent when managing our UK adviser firm’s portfolios.

William Marshall, Chief Investment Officer at Hymans Robertson Investment Services explains more about our partnership in the video below.

If you have any questions or would like further information about the Inspired Portfolios, please contact your financial adviser.