Other Citywire websites

Investments: Outsourcing

Your 16-point plan for picking the best passive funds

Your 16-point plan for picking the best passive funds

by Chris Broome

7IM: Third party model portfolios threatened by FSA rules

by Michelle Abrego on May 21, 2012 at 14:20

The Financial Services Authority needs to provide clarity over how agreements between discretionary fund managers, advisers, and their clients should be structured to help IFAs avoid falling foul of new regulations, according to Seven Investment Management boss Tom Sheridan.

Outsourcing Investment: Why DSH uses Principal Investment Management

by Max Julius on May 15, 2012 at 10:43

For Ian Holyoake, adviser at Day, Smith & Hunter Financial Services, a mixture of localism and professionalism makes Principal Investment Management an ideal member of its pool of DFMs.

Adviser Profile: Jersey's Wealth Financial Planning

by Tim Cooper on May 14, 2012 at 13:44

Nick Carter and Ryan Lewis have built up recurring income quickly at their small, young firm, Wealth Financial Planning Jersey, eager to give themselves more time to indulge their adventurous pastimes.

Life after RDR: Watts sees future in the generation game

by Lawrence Fisher on May 11, 2012 at 11:30

Nicola Watts, director of Jane Smith Financial Planning, aims to stay one step ahead of the competition by offering a standardised investment approach and planning service for families.

Outsourcing Investment: Why Inspire Wealth Solutions uses Quilter

by Max Julius on May 10, 2012 at 15:58

Attention to detail, good performance and an excellent client service persuaded Andrew Bennetts of Inspire Wealth Solutions to outsource investments to Quilter.

Smart Beta: Waller backs passives to keep things simple

by Max Julius on May 10, 2012 at 15:49

Using a mix of passive funds allows Patrick Waller of Financial Planning Partners to avoid making his clients’ investments too complicated.

Life after RDR: Pearse targets tomorrow’s millionaires

by Lawrence Fisher on May 09, 2012 at 10:48

Antony Pearse (pictured) has set up a private client department at Birmingham-based Mackenzie Taylor Benefits Consultants, and aims to bolster professional connections and streamline the advice process.

Outsourcing Investment: Why Origen uses Brooks Macdonald

by Max Julius on Apr 30, 2012 at 16:01

Mark Pearson of the Aegon-owned national Origen, outsources to Brooks Macdonald, praising its performance and willingness to engage with his firm’s strategy.

Outsourcing Investment: Why Jacobs Financial uses Rathbones

by Max Julius on Apr 26, 2012 at 13:46

A wealth of experience, portfolio updates and strong due diligence are among the reasons Phil Jacobs, managing director at Jacobs Financial, outsources to Rathbone Brothers.

In association with

Cazenove Capital: the art of multi-manager investing


Multi-manager funds provide core investment solutions for advisers looking to outsource the day-to-day fund selection and asset allocation decisions.

Outsourcing options: Finding the right fit

Outsourcing investment is proving increasingly attractive to many financial advisers, yet a decision to outsource should not be taken lightly. As our roundtable debate on 4 April revealed, a lot of work is required by the adviser to ensure the correct solutions are chosen for clients.

Click here to download a PDF transcript of the debate.

Fund sector spotlight

  • The Citywire mixed asset sectors are divided into five catergories based on the fund remit. Here we examine the Conservative, Balanced and Flexible sectors. Find out more about the sectors here.

  • Conservative

    Funds with a heavy weighting towards fixed income with equity exposure capped at 35%.

  • Balanced

    Funds with a 'balanced' allocation of equity and fixed income.

  • Flexible

    The asset mix of these funds vary depending on market conditions at the discretion of the manager.

Contents

Sorry, this link is not
quite ready yet