- Elston designs platform-based multi-asset Model Portfolio Service (MPS) solutions for UK discretionary portfolio managers, including ready-made portfolios managed by Elston Portfolio Management using research, analytics and insights from Elston Consulting.
- For advisers wanting models designed for accumulation: there is the Elston Adaptive Range (5 risk profiles, built with OEICs, 0.15% AMC), managed by Elston Portfolio Management and available on most platforms.
- For advisers wanting models designed for decumulation: there is the Elston Retirement Range (4 risk profiles, built with OEICs, 0.25% AMC), managed by Elston Portfolio Management and available on most platforms.
- For advisers wanting models comparable to private-client style offerings, there is the Elston Global Diversified Range (4 risk profiles, built with ETFs and OEICs, 0.30% AMC), managed by Elston Portfolio Management and available on platforms where fractional ETF trading is enabled.
- For advisers wanting income-oriented portfolios, there is the Elston Managed Bond Portfolio (built with OEICs and 0.30% AMC) and Elston Money Market Portfolio (built with OEICs, 0.05% AMC).
- In addition to these ready-made portfolios, Elston Consulting designs Custom Portfolios for manufacture and management by advisers and/or discretionary portfolio managers.
- For advisers seeking "unitised portfolios", Elston Consulting provides the index for a UK Equity Income OEIC and a Multi-Asset Income OEIC.
- For advisers concerned about the impact of MPS rebalancing on CGT allowances in your clients' GIA accounts, there are the Elston GIA Portfolios.
Elston MPS Solutions
1. Ready-made portfolios managed by Elston Portfolio Management
2. Custom portfolios managed by Elston Portfolio Management
3. Custom portfolios managed by your DFM
2. Custom portfolios managed by Elston Portfolio Management
3. Custom portfolios managed by your DFM