Partnership MPS
Your growth ambitions, accelerated by AJ Bell’s investment expertise and infrastructure.
An exclusive way to deliver bespoke managed portfolios
For advice firms with growth ambitions and a focus on great client outcomes.
Partnership MPS is our premium managed portfolio service, aimed at advice firms targeting significant business growth. If you’re looking to implement a bespoke investment proposition that reflects your brand and client promise, without the operational burden of doing this alone, Partnership MPS is designed for you.
In collaboration with you, Partnership MPS goes far beyond a simple white label solution. It’s a genuine investment partnership, built around your clients and the growth ambitions you have for your business.
Our Partnership MPS has been trusted for almost a decade and we have a growing list of partnership clients. We’d love an opportunity to tell you why.
Recognised for bespoke excellence
Best Bespoke MPS Provider
Professional Adviser Awards 2026
Independent recognition that underlines the quality, governance and success of our partnership proposition.
Value at a glance
A tailored investment solution for financial advice firms looking for brand alignment and control.
For your firm
- Tailor made for you – a bespoke MPS aligned to your investment philosophy.
- Reduced operational risk – portfolios managed within a robust governance framework.
- Scale with confidence – a service to support your long-term growth ambitions.
For your clients
- Confidence – proven investment expertise they can rely on.
- Consistency – portfolios that remain aligned to their risk appetite.
- Communication – we’ll help you keep clients informed and happy.
Client materials to build stronger relationships
You will have access to bespoke, co-branded client literature that mirrors your firm’s brand, tone and advice philosophy.
- Your branding front and centre.
- Portfolio objectives and risk clearly explained.
- An ongoing investment narrative clients can understand and trust.
At every touchpoint your clients will know their portfolio is being professionally managed and is under your control.
What existing partners say
We have had an MPS range with AJ Bell for almost five years. There are many aspects of the relationship that we like and we really appreciate how the service has grown alongside our business growth.
Partnership MPS supporter | Lancashire
Core vs Partnership MPS
Choose the model that best fits your firm's investment proposition.
|
Core MPS
Standard range
|
Most flexible
Partnership MPS
Designed around your firm
|
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| Portfolio structure | Pre-defined ranges | Designed with you |
| Portfolio cost | Pre-defined | Custom |
| Minimum AUA ambition | ✖ | £50 million |
| Investment philosophy | AJ Bell-led | Adviser-aligned |
| Asset allocation | Off the shelf | Bespoke |
| Asset classes | Standard | Enhanced choice |
| Co-branding | ✖ | ✓ |
| Availability | Widely available | Exclusive |
| Rebalancing | Quarterly | Custom |
| EXPLORE RANGE | BEGIN PARTNERSHIP |
Choose your level of involvement
Portfolios are shaped with your input at every stage – allowing you to choose the level of involvement that suits your business – while AJ Bell Investments manages implementation, oversight and ongoing investment decisions.
Your guide to Partnership MPS
Prefer a concise overview to review internally or share with colleagues?
Our factsheet provides a clear summary of the proposition, flexibility of involvement and governance that underpins the service.
Another happy partner
AJ Bell understands that our clients’ interests are of paramount importance. Having easy access to the AJ Bell Investments Team, coupled with the excellent communication we get from them, has helped our clients and our own adviser team to feel informed, engaged and supported at every stage.
Partnership MPS supporter | Oxfordshire