Risk-profiling pioneer Phil Morse passes away

clock

One of the early pioneers of multi-manager investing and risk profiling, Phil Morse, has passed away after a short illness.

Morse cut his teeth in the industry at Sun Life, where he first started out pitching their wealth management products to the IFA community. He then moved to Skandia in 1997 starting out in international marketing making a huge impact on product development as well as the launch of a trust company. He then stepped across to investment marketing, where he was at the forefront of many new industry initiatives; the expansion of MultiPEP's fund range, the launch of MultiFundshop - the first truly online fund supermarket for IFAs, introducing USelect the first stochastic asset allocation to...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Mabel Insights adds DFM partner

Mabel Insights adds DFM partner

Additional Waverton data to be available on comparison site

Jen Frost
clock 12 November 2024 • 2 min read
Partner Insight: Navigating the great wealth transfer

Partner Insight: Navigating the great wealth transfer

The great wealth transfer represents opportunity and risk in equal measure for financial advisers.

Warwick Bloore Senior Specialist, Adviser Research Centre, Vanguard, Europe
clock 12 November 2024 • 6 min read
Neil Woodford makes YouTube and Instagram appearance with investment channel

Neil Woodford makes YouTube and Instagram appearance with investment channel

Woodford Views is being pushed out across social media

Eve Maddock-Jones
clock 11 November 2024 • 2 min read