One Four Nine Portfolio Management has surpassed £800m in assets under management (AUM) so far in 2025.
This represents an increase of 25% since December 2024.
The investment management arm of nationwide independent chartered financial planning firm One Four Nine Group partly attributed this milestone to continued strong performance across its model portfolio service (MPS) range.
The One Four Nine MPS range was launched in 2021 and has achieved an Expert Rated 5-star ranking in 2024 and 2025 from Defaqto.
The MPS range has also ranked third in Morningstar’s Sustainable Cautious Portfolio category over three years, whilst the Income Growth Portfolio and Passive Cautious, Balanced and Adventurous Portfolios all rank in the Top 10.
At the same time, it has strengthened its team, with Rosie Cook being promoted to the role of portfolio manager earlier this year, as well as the recent appointment of Benjamin Chambers as investment analyst.
One Four Nine Portfolio Management chief investment officer Bevan Blair said: “We are very proud of the independent recognition our MPS range has achieved this year and will continue striving to deliver the very best client outcomes.
“We firmly believe that successful investing is founded on robust intellectual analyses to underpin every investment decision, with the protection of capital at the heart of everything we do.
“As our performance continues to attract new clients and increase AUM, I am confident we have the right team in place to build on the strong foundations of our business over the coming year.”
In February 2025, the FCA said it will launch a multi-firm review of MPS in 2025 to assess how firms are implementing the Consumer Duty.
It added: “Though MPS sit outside traditional fund wrappers, these portfolios generally invest in investment funds, and asset managers are active in constructing and distributing these services.”
The Financial Conduct Authority wants this review to “provide confidence that investors are receiving good outcomes from MPS and share good practice on how firms are doing this”.
