NextWealth Financial Advice Business Benchmarks Report 2025 - Report - Page 12
NextWealth Financial Advice Business Benchmarks Report / October 2025
Solution mix: Multi-asset still #1, MPS closing
Building portfolios in-house and relying on single-strategy
funds continue to decline. Multi-asset and multi-manager
funds remain the most-used strategy for new client money,
with discretionary model portfolio services (MPS) in second
and narrowing the gap. Notably, 昀椀nancial advisers in larger
昀椀rms are signi昀椀cantly more likely to use multi-asset over MPS.
Figure 10: Multi-asset and multi-manager funds remain the most used strategy for new client money
Q Which of the following investment strategies do you use for new client money?
Figure 11: Larger 昀椀rms are signi昀椀cantly more likely to use multi-asset over MPS
No. of advisers
Q Which of the following investment strategies do you use for new client money?
12
