Visit the M&G Wealth sponsor area

9th September 2024

M&G Wealth: A distinct investment approach

For your Centralised Investment Proposition, for meeting regulations and for client suitability - consistency matters to your adviser business.

Consistency is also what drives the investment approach that creates the diversified portfolios for a range of investment solutions, including the Model Portfolio Service from M&G Wealth Investments and the PruFund and the Risk-Managed range from Prudential.

It's a tried and tested approach, delivering consistent results and value for investors since 2004, through some of the most challenging market events.

The team at the heart of this approach is the M&G Treasury and Investment Office (T&IO) who are responsible for multi-asset portfolios distributed across the businesses of M&G plc. Their decades of expertise in asset allocation flow into every one of the multi-asset funds. And their core investment process underpins the performance of all the investment solutions available through M&G wealth.

View video to learn more 

Investments, Investment Commentary

Registration

Free Registration and CPD

Related Articles_

Facilitating adviser fees directly from personal pensions


Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now

Read More

Scottish Mortgage Portfolio Update Q2 2026


Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.

Read More

Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age


ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

Read More

You need to be logged in to comment on this article