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Wealth and Asset Management

NMA Top 100 firm signs portfolio deal with Sarasin

January 3, 2025

By News Team

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Citywire New Model Adviser Top 100 firm MPA Financial Management has signed an insourcing investment agreement with Sarasin & Partners.  Insourcing, where advice firms sign deals with portfolio providers to manage asset allocation, has become a popular way of lowering client fees since consumer duty was introduced in 2023.  Warwickshire-based…

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