On 12 October 2023, the MPS portfolio naming conventions changed from being numbered 1 – 7 to
Defensive, Cautious, Cautious Balanced, Balanced, Balanced Growth, Growth and Adventurous respectively.

Finding the right solution for you and your clients

The Legal & General Investment Management (LGIM) Model Portfolio Service is aimed at investors looking to grow their investments to help them meet their long-term goals. At the heart of this discretionary investment service is our selection of model portfolios, designed to meet the needs of a wide range of investors.

Our Model Portfolio Service is a partnership. We are committed to helping both you and your clients. Your clients remain yours, and you stay in control of how your clients should invest. We simply support you and help to manage your clients’ money on your behalf.

 

MPS video series

View our MPS video series,
in which we share recent news on our MPS portfolios.

Key benefits

35

Years experience in multi-asset investing

£89 billion

Assets Under Management*

25+

portfolios

A history of putting clients first

LGIM is the investment management arm of Legal & General Group, with a heritage dating back to 1836. And today, we are one of the UK’s leading investment management companies, trusted by investors to manage over £1,122 billion** across a range of asset classes and different investment strategies.

Our Model Portfolio Service brings together our award-winning*** multi-asset capabilities and leading index expertise for a cost-effective and scalable offering that aims to improve investment outcomes. We know cost is a crucial consideration for you when assessing suitability.

Our size means we can find efficiencies in the costs we pay for managing the funds and pass these savings to your clients.

*Source: LGIM internal data as at 30 June 2024. The AUM disclosed is shown on the basis of client direct investments and excludes any double count from fund of fund holdings

**Source: LGIM internal data as at 30 June 2024. The AUM disclosed is shown on the basis of client direct investments and excludes any double count from fund of fund holdings. The AUM includes the value of securities and derivatives positions

***View the list of awards won by the multi-asset team

Nicola Morgan-Brownsell

Nicola Morgan-Brownsell

Head of Multi-Asset Partnership Strategies
Francis Chua

Francis Chua

Fund Manager
James Giblin

James Giblin

Fund Manager
Aimee Bowkett

Aimee Bowkett

Fund Manager
lgim - shared - image library - people - IMG - SIMPLE - graham moles

Graham Moles

Head of DC & Retail Solutions Strategy, Solutions
Isabella Hughes

Isabella Hughes

Investment Specialist, Asset Allocation
Peter Boakes

Peter Boakes

Solutions Strategy Manager, Solutions
Mireille Bensimon

Mireille Bensimon

Investment Research Analyst
Sam Kulahan

Sam Kulahan

Manager Research Analyst

Investment approach

We have built this service on the five pillars of multi-asset investing that we believe are the driving forces that help us deliver your clients’ objectives.

Model portfolio service brochure for advisers

Investment approach

Further resources

Recommended content for you

MPS enquiries

Antony Teare

Antony Teare

Head of Regional Sales
Daniel Neep

Daniel Neep

Key Account Manager – Northern England
Kyle Goodfellow

Kyle Goodfellow

Regional Account Manager – Scotland, Northern Ireland and North-East
Phillip Harrison

Phillip Harrison

Regional Account Manager – South-West
Praveen Jeyakumar

Praveen Jeyakumar

Regional Account Manager – East Anglia and South-East

Platform enquiries

lgim - shared - image library - people - IMG - SIMPLE - alison ward

Alison Ward

Senior Sales Executive
Jemma Paterson

Jemma Paterson

Senior Sales Manager

Key risks

The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from LGIM’s Fund Centres.

While LGIM has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.