How to achieve customisation that meets your fee budget How to achieve customisation that meets your fee budget When we buy big-ticket items like a house, few things about the process are automated. We hire an agent that can help fulfil our requests, we spend hours researching online if the neighbourhood is good and we inspect numerous homes to ensure it ticks all the boxes on our need and want list. Don’t your clients deserve the same personalised approach? A A In an effort to offer their clients a consistent investment approach while at the same time gaining leverage in how they manage their business (and hence potentially making their business more valuable), many licensees and financial advisers have embraced the services of an outsourced CIO. In many cases this can deliver a tailored and cost-efficient approach.