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Many more DFMs are beginning to offer advisers some sort of insourcing solution – a middle ground between advisers running their own models and total outsourcing via MPS or multi-asset funds. However, as someone who runs a DFM, Ben Peele knows not all insourcing propositions are created equal…
Good morning and welcome to your Morning Briefing for Wednesday 10 January 2024. To get this in your inbox every morning click here. Quilter's new NED Quilter has appointed Chris Hill as an independent non-executive director, with effect from 7 March. Hill is an established figure in the financial services industry
In this episode, chief reporter Lois Valley talks to Ben Peele – UK managing director for Portfoliometrix – about why more advisers are switching from building advisory models to using a discretionary service. He also discusses the pros and cons of an off-the-shelf vs customised centralised investment proposition,
Ben Peele explores the investment outsourcing landscape which he says exploded after RDR and is shifting again as Consumer Duty beds in...
PortfolioMetrix has launched an on-platform short-term gilt model portfolio intending to deliver cash-like returns to advisers’ clients.