We are pleased to announce that we will no longer apply VAT to our range of managed portfolio strategies, including the recently launched SRI MPS range.

Psigma Investment Management is confirming that it will no longer apply VAT on the Managed Portfolio Service (MPS), effective from 1 January 2021. This will apply to MPS, MPS on platforms and the Socially Responsible Investment (SRI) range of MPS.

This change means that we can now offer our adviser partners and their clients our asset allocation expertise and investment management services at a lower overall cost, regardless of which MPS service they choose to invest in.

Andrew Cantouris, Head of Psigma Investment Management, said:

“This is a very positive step, which enables us to offer our highly rated, core model-based investment management services, including our recently launched SRI MPS range, at an even more competitive price, benefiting and doing the right thing for clients.”





Notes to Editor

About MPS and SRI MPS

We offer a range of highly diversified, multi-asset investment strategies known as our Managed Portfolio Service (MPS), and these can be accessed with a minimum investment of £50,000. Our portfolios are built to suit a range of risk and return appetites, ranging from Cautious to Aggressive Growth, including strategies for income seeking clients. Our MPS portfolios can be accessed via a range of different wrappers and consist of six managed portfolios in the MPS range and four in the SRI MPS range.

All feature inflation-plus performance targets and access the same highly rated investment asset allocation expertise as our Bespoke investment service; providing a more cost-efficient route to a traditional discretionary investment service.

Platform Portfolios – MPS on Platform

Platforms are an integral part of our service proposition.  We offer managed portfolios through many of the UK’s leading platforms.

These portfolios provide access to six multi-asset strategies designed to replicate those available directly through our Managed Portfolio Service. They invest in a wide range of asset classes from emerging market equities to cash using both passive and active investments.

Available through:

  • Transact
  • Ascentric
  • Aviva
  • Standard Life
  • Fusion
  • Fidelity FundsNetwork
  • Advance by Embark
  • 7IM



About Psigma Investment Management

Psigma Investment Management is a privately owned Discretionary Fund Manager (DFM). The company was launched in 2002 and offers investment solutions to private clients, charities, trusts and pension schemes.

The company is dedicated to growing and protecting the real value of its clients’ assets. Using dynamic asset allocation and being early adopters of a multi-asset, multi-manager approach, it provides investment portfolios that are constructed to deliver above inflation returns.

The strength of Psigma’s investment approach is evidenced by it being one of only seven Discretionary Fund Managers to have 5 Stars in both Bespoke and MPS categories for eight consecutive years.

The company is committed to the highest standards of service and delivering the best possible client outcomes. It pays particular attention to the ongoing development of its people’s technical skills and knowledge and supporting wider initiatives that benefit society.

Together with its financial planning partner business, Punter Southall Wealth, it has over £3.5bn of assets under control (as at 31st December 2020).

Psigma Investment Management and Punter Southall Wealth form part of the Punter Southall Group, a broad-based financial services organisation supporting clients and companies through financial planning, investments, pension schemes, employee benefits, workplace savings, health and protection, and financial data. Punter Southall Group was named one of the UK’s top ten financial planning firms by FT Adviser in 2020.

The Group has £44bn in assets under influence*.

*Data as at 31st December 2020.