Bringing together our award winning multi-asset capabilities and leading index expertise for a cost-effective and scalable offering.
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 update from the team
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 £1,158 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 2023. 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 2023. 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
Head of Multi-Asset Partnership Strategies
Francis Chua
Fund Manager
James Giblin
Fund Manager
Aimee Bowkett
Assistant Fund Manager
Graham Moles
Head of DC & Retail Solutions Strategy, solutions
Aristide Goualin
Investment Specialist, Asset Allocation
Peter Boakes
Solutions Strategy Manager, Solutions
Mireille Bensimon
Investment 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.
Investment approach
Available on the following platforms
Rebalancing dates
The 2023 rebalance dates are detailed below.
2023
24th November
Further resources
Get in touch
MPS enquiries
Platform enquiries
Platform enquiries
Katherine George
Sales Manager - Strategic Partnerships
General enquiries
If you would like to contact our sales support team please call:
0345 070 8684
or email
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.