It is becoming increasingly apparent that there is growing demand in the marketplace for adviser firms to own more of their own investment proposition so they can tailor it to the values, beliefs, requirements and cultures of their client base. In our adviser research, you told us that this demand is being driven by firms seeking a greater level of ownership and control over important factors like cost and the degree of active versus passive investments in order to solve their biggest challenges when using off-the-shelf solutions.
For firms where a pre-defined Managed Portfolio Service (MPS) range doesn’t quite meet the needs of their clients, or they are looking to create a uniquely competitive offering, we work in partnership to provide a Tailored Portfolio Service (TPS). Our TPS is a service where you set the specifications and we provide the resources to deliver the strategy.
Your own brand range of portfolios
Your risk profile
Your client objectives
Your choice of panels
Our resources for execution
Our values of adapt, evolve and thrive enable us to work with firms no matter how advanced their thinking. Below we have included some suggestions for you and your team to think about, as a starting point only, and we encourage you to tell us all your ideas. We’ll work with you to build a solution that best suits the outcomes you and your clients want.
These are just some of the areas you may consider:
Business risk and indemnity cover
Juggling the complexity of offering
Cost and time constraints
Increasing regulatory pressure
Constantly keeping investment knowledge current