It is important for advisers to prioritise building partnerships with third partners that are built around predictability, delegates heard.
Speaking at PA360 North yesterday (4 October), Pacific Asset Management chief executive Matthew Lamb explored how advisers can get the most from their investment partners. "Alpha is in the advice," Lamb said, adding that "a partnership has to be built around predictability". For advisers, volatility is a measure of predictability. That means "maximising return per unit of risk, better communication and solutions that reflect adviser DNA," Lamb said. One of the main ways advisers can increase predictability is through ensuring the endowment model is accessible to all. This means h...
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