Elston supports UK financial advisers CIP/CRP/MPS
  • WHO WE ARE
    • About
    • Our Journey
    • What Our Clients Say
  • WHAT WE DO
    • Elston Portfolios >
      • Our Portfolios
      • Adaptive Portfolios
      • Retirement Portfolios
      • Sustainable Portfolios
      • Smoothed Portfolios
      • All Weather Portfolio UK
      • Money Market Portfolio
    • Custom Portfolios >
      • Custom Portfolios
    • MINERVA
    • CGT Solutions >
      • Our CGT Solutions
      • Avastra Portfolios
      • Onshore Bonds
      • Direct Gilts
    • Adviser Support >
      • Our Adviser Support
      • CIRP
      • Investment Committee Support
      • Regulatory Support
      • Analytics, Factsheets & Reporting
      • CPD
    • Fund Solutions >
      • Our Funds
      • Custom Funds
    • Index Solutions >
      • Our Indices
      • UK Equity Income
      • Sector Equal Weight
      • Factor Equal Weight
      • Liquid Real Assets
      • Gold and Precious Metals
      • Permanent Portfolio UK
      • UK Multi-Asset Indices
      • Custom Indices
  • Insights
  • Subscribe
  • Contact

Asset Allocation Research for UK Advisers

Elston celebrates £3bn milestone for total related assets

10/7/2026

 
A close-up shot of the three celebratory chocolate cupcakes with white frosting and lit gold candles, featuring the Elston corporate logo discs on top, used to commemorate the £3bn total related assets milestone.
Elston Consulting marks a major milestone with total related assets exceeding £3bn (as of end May 2026) for the first time. This growth highlights a significant structural shift in the UK advisory market, as 71% of Elston’s £2.2bn MPS-related assets are now held with co-manufactured custom or tailored portfolios rather than standard off-the-shelf portfolios.
 
At the end of May 2026, there were over £3.0bn of assets invested across strategies designed by Elston Consulting, made up of £2.2bn in MPS managed by Elston Portfolio Management, and £800m in funds using Elston’s research and/or indices.

Elston celebrates £3bn milestone for total related assets

MPS asset breakdown

Of £2.2bn in MPS assets:
  • 71% is in co-manufactured custom or “tailored” portfolios designed for advisers
  • 29% is in ready-made off-the-shelf portfolios

Fund asset breakdown

Of £800 in fund assets:
  • 68% is in active asset allocation funds using Elston Research
  • 32% is in systematic investment strategies using Elston Indices
 
Elston delivers a comprehensive range of services for advice firms, including supporting investment committees, assisting with creating and reviewing CIPs, and providing detailed investment research. The firm designs and implements multi-asset investment and retirement solutions including ready-made portfolios within the Elston MPS range, and custom portfolios developed with adviser firms.

​
Henry Cobbe, Founder & Head of Research at Elston Consulting:
“We are honoured to have crossed this £3bn related assets milestone. We are grateful to our UK adviser and investment manager clients who have been on this journey with us.
 
“Since we moved away from research-only to an implemented consulting model in 2020, we have been working hard to support the rapid take-up and growth of our strategies and solutions that enable UK advisers to deliver robust investment outcomes to their clients. Whether designing model portfolios, funds or indices, we aim to make the delivery of investment IP to the point of demand as seamless and efficient as possible.”

NOTES ABOUT ELSTON

  • Elston Consulting is an investment solutions provider established in 2012 designing portfolios, funds and indices for UK financial advisers and investment managers including MPS providers.
  • Elston Consulting supports UK financial advisers’ and investment managers to manufacture multi-asset investment solutions using research, analytics and insights from Elston Consulting and powered by Elston’s proprietary MINERVA™ system.
  • Elston’s MINERVA™ is a portfolio and risk analytics cloud-based software solution purpose-built for analysing portfolios and customising investment strategies.
  • Elston Indices are systematic investment strategies and benchmarks available for licensing to fund providers.
  • Elston Portfolio Management offers a platform-based Managed Portfolio Service (MPS) to deliver investment management solutions to financial advisers using research, analytics and insights from Elston Consulting.
  • Elston Portfolio Management is a trading style of P1 Investment Services Ltd which provides a Hosted Investment Manager service.
  • All trademarks are the property of their respective owners.

Comments are closed.

    ELSTON RESEARCH

    insights inform solutions

    Get our weekly newsletter

    Categories

    All
    All Weather Portfolio
    Alternative Assets
    Alternative Strategies
    Awards
    Bonds
    Business Practice
    Capital Market Assumptions
    Community
    CPD
    Currency
    Digital Assets
    Direct Gilts
    Equities
    Equity Income
    Equity Sectors
    ESG
    ETFs
    Evidence Based Investing
    Factor Investing
    Geopolitics
    Gold & Precious Metals
    Guide To Investing
    Index Investing
    Inflation
    Investment Trusts
    Macro
    MULTI ASSET
    Multi Asset Income
    Net Zero
    Outlook
    Permanent Portfolio
    Podcast
    Portfolio Construction
    Private Markets
    Real Assets
    Retirement Investing
    Risk Parity
    Smoothed Portfolios
    Thematic Investing
    Value Factor
    Video
    Webinar

    Archives

    July 2026
    June 2026
    May 2026
    April 2026
    March 2026
    February 2026
    January 2026
    December 2025
    November 2025
    October 2025
    September 2025
    August 2025
    July 2025
    June 2025
    May 2025
    April 2025
    March 2025
    February 2025
    January 2025
    December 2024
    November 2024
    October 2024
    September 2024
    August 2024
    July 2024
    June 2024
    May 2024
    April 2024
    March 2024
    February 2024
    January 2024
    December 2023
    November 2023
    October 2023
    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    September 2019
    June 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    July 2017
    May 2017
    March 2017
    February 2017
    January 2017
    November 2016
    October 2016
    September 2016
    July 2016
    June 2016
    May 2016
    February 2016
    January 2016
    August 2015
    June 2015
    January 2014
    September 2013
    June 2012

    RSS Feed

Company
Home
About
​Our Journey
​​​Contact
Terms of Use
​Our Solutions
​​Insights
​Our Portfolios
Custom Portfolios
​Retirement Portfolios
Our CGT Solutions
Our Funds
Custom Funds
Our Indices
Custom Indices
​Adviser Support
CIRP
Investment Committee Support
Regulatory Support
Analytics, Factsheets & Reporting
CPD


By client type:
For Advisers
For Discretionary Managers


© COPYRIGHT 2012-25. ALL RIGHTS RESERVED.
 Elston Consulting Limited (Company Registration Number 07125478) is registered in
England & Wales, Registered address:  1 King William Street, London EC4N 7AF
  • WHO WE ARE
    • About
    • Our Journey
    • What Our Clients Say
  • WHAT WE DO
    • Elston Portfolios >
      • Our Portfolios
      • Adaptive Portfolios
      • Retirement Portfolios
      • Sustainable Portfolios
      • Smoothed Portfolios
      • All Weather Portfolio UK
      • Money Market Portfolio
    • Custom Portfolios >
      • Custom Portfolios
    • MINERVA
    • CGT Solutions >
      • Our CGT Solutions
      • Avastra Portfolios
      • Onshore Bonds
      • Direct Gilts
    • Adviser Support >
      • Our Adviser Support
      • CIRP
      • Investment Committee Support
      • Regulatory Support
      • Analytics, Factsheets & Reporting
      • CPD
    • Fund Solutions >
      • Our Funds
      • Custom Funds
    • Index Solutions >
      • Our Indices
      • UK Equity Income
      • Sector Equal Weight
      • Factor Equal Weight
      • Liquid Real Assets
      • Gold and Precious Metals
      • Permanent Portfolio UK
      • UK Multi-Asset Indices
      • Custom Indices
  • Insights
  • Subscribe
  • Contact