Outsourcing: 'Advisers want reliability'

clock •

Is the trend for outsourcing investment still thriving? And how should advisers ensure their investment philosophy dovetails with their outsourced partner? Smith & Williamson visited the Incisive Media studios to discuss...

Of all the things advisers look for in an outsourced investment partner, that their client is taken care of (and not poached) is paramount.

In this, the first in a three-part special on investment outsourcing, PA editor Scott Sinclair asked Smith & Williamson's James Burns and Mickey Morrissey (pictured), the heads of multimanager and UK IFA sales respectively, what they thought advisers wanted from an investment partner.

This is an advertorial.

Related Topics

More on Your profession

Friday Night Takeaway: It's the return of the banks
Your profession

Friday Night Takeaway: It's the return of the banks

The news editor's Friday Night Takeaway from 10 July

Isabel Baxter
Isabel Baxter
clock 10 July 2026 • 3 min read
Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'
Your profession

Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

PFS president and chair joins Professional Adviser in the studio

Professional Adviser
Professional Adviser
clock 10 July 2026 • 1 min read
FCA spotlights vulnerability in latest Consumer Duty review
Your profession

FCA spotlights vulnerability in latest Consumer Duty review

Treatment of vulnerable clients still an area of improvement for firms

Sophia Panayi
Sophia Panayi
clock 10 July 2026 • 2 min read

In-depth

Rise of the money coach
Your profession

Rise of the money coach

Advice hurdles pose as push factors but plenty of pull factors too

Sophia Panayi
Sophia Panayi
clock 30 June 2026 • 9 min read
'Bolder moves on taxation' likely if Burnham takes prime minister role
Tax planning

'Bolder moves on taxation' likely if Burnham takes prime minister role

Changes to CGT would have ‘clear implications for wealth planning’

Sophia Panayi
Sophia Panayi
clock 22 June 2026 • 4 min read
IHT on pensions: Advisers on a new way of working
Tax planning

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
Jenna Brown
clock 10 June 2026 • 8 min read