Register to get free articles
Want unlimited access? View Plans
Already have an account? Sign in
One Four Nine Portfolio Management has surpassed £800m in assets under management (AUM) so far in 2025, representing growth of about 25% since December 2024.
The increase follows what the firm described as a period of continued strong performance across its model portfolio service (MPS) range.
The investment management arm of nationwide chartered financial planning firm One Four Nine Group launched its MPS in 2021. This year marks the fifth anniversary of the business.
Chief investment officer Bevan Blair said: “I am delighted to be marking the fifth anniversary for One Four Nine Portfolio Management. Our disciplined approach to investment management has served our clients well since first launching in 2021. 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.
“We are very proud of the progress we have made over the past five years and will continue striving to deliver the very best client outcomes.”
As client assets have grown during 2025, the firm has expanded its investment team with the promotion of Rosie Cook to portfolio manager earlier this year and the appointment of Benjamin Chambers as investment analyst.
Blair added: “It is an absolute pleasure to congratulate Rosie on her promotion this year, an extremely well-earned advancement reflecting the skill and expertise with which she has stewarded client assets across the business. I am also delighted to welcome Benjamin to the team at a particularly exciting time. 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.”
