Pacific Asset Management (“Pacific”), the London-based asset manager responsible for over $16.4 billion* in assets, today announced the external launch of IPX by Pacific, its proprietary infrastructure for model portfolio services (MPS) and co-manufacturing. Built to support adviser firms and discretionary managers, IPX by Pacific provides a scalable and fully integrated way to deliver investment outcomes.
Originally developed to support Pacific’s own growth, IPX by Pacific is now being made available externally to meet growing demand from regulated firms that want to retain control over investment strategy, while reducing the complexity and cost of execution, reporting, and oversight.
IPX by Pacific is offered selectively, with a focus on working with firms where there is a natural cultural fit and scope for lasting partnership.
Matthew Lamb, CEO, Pacific Asset Management, said:
“We built IPX to solve the challenges we faced ourselves. Now, after years of refining it, we’re opening up that same infrastructure to others. It’s about helping firms deliver their own intellectual property efficiently and with confidence. As a business unencumbered by legacy systems, we were able to build our infrastructure from the ground up, giving advisers access to institutional-standard capabilities while allowing them to retain and express their own investment ideas.”
Solving the Complexity of Model Portfolio Delivery
IPX by Pacific is designed specifically for the operational reality of MPS particularly across multiple platforms and client types. It provides:
- Access to AdviserLab, a unique web portal personalised for each firm and equipped with tools, analytics and resources
- Daily portfolio pricing and synthetic NAV generation
- Real-time attribution, risk, and performance analytics
- Scalable production of fully branded factsheets and materials
- Helps advisers meet Consumer Duty obligations, supporting the FCA’s emphasis on fair value over simply reducing fees
- Integrated dashboards, workflow tools, and platform-agnostic execution
- Optional unitisation capabilities to support CGT-efficient structures
Over $2.5 billion is already run through IPX infrastructure, powering adviser-designed portfolios and enterprise solutions. In 2025 alone, IPX will produce over 12,000 branded client materials for external firms.
“Model portfolios sit at the centre of advice today, but they’re hard to industrialise without losing transparency or control,” said Lamb. “We built IPX to change that. The adviser’s ideas stay central, IPX handles the heavy lifting.”
Designed for Advisers and DFMs
While some users of IPX are financial advisers co-manufacturing their own portfolios, Pacific is also seeing growing interest from discretionary managers and investment firms.
“We’ve built IPX to power any MPS investment architecture, whether you’re a high-growth IFA interested in Co-manufacturing or a large DFM needing risk reporting and workflow support across legacy systems.”
The flexible data architecture also enables firms to tag exposures in a way that aligns with how they communicate with their clients, improving transparency, understanding, and consumer outcomes.
“We’ve always treated technology as a profit centre, not a cost,” said Lamb. “That mindset allowed us to invest in automation, clean data, and scalable tooling to serve our own clients better. Now, we’re making that capability available to others.”
*As at 31 August 2025.
