Alan Cameron, head of the Glasgow branch of Quilter, explains how to get the most from outsourcing your investment capabilities.
In recent years, IFAs have not escaped the mounting pressures faced by the financial world. The nature of financial advice has changed, business models have evolved substantially and the most successful IFAs are embracing the entrepreneurial spirit with more vigour than ever. Furthermore, the financial markets have shifted beyond recognition for many investors, who have undoubtedly been shaken by the financial downturn. Helping private clients to navigate volatility, assess risk and identify investment opportunities that meet their specific financial goals is a complex process, in partic...
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