In the first of a series of articles on outsourcing, Andy Miller explains why there has never been a more appropriate time to consider the right investment manager to partner with...
Creating and managing an efficient in-house investment process is now more challenging than ever, thanks to the uncertain economic backdrop, and the ever-evolving needs of clients. However, in particular, the introduction of the Consumer Duty, with the requirement to demonstrate that services meet the needs of every client, deliver the right outcome, and provide value, has made running advisory portfolios much more challenging. As a result, the level of expertise, time, and resources required to manage portfolios now far exceeds what was required previously. A fresh wave of investment ou...
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