Investment: Keeping control

IN-HOUSE INVESTMENT

clock

Charlotte Richards discovers how keeping control of the investment function can benefit you and your clients.

In 2004, the late Steve Jobs, co-founder and former chief executive of technology giant Apple said: “I’ve always wanted to own and control the primary technology in everything we do.” For advisers wishing to remain independent post RDR, this quote could not be more relevant. Jobs’ philosophy was to remain in total control of the design, software and hardware of his products rather than outsource to other third party companies. Should independent advisers apply the same mantra when it comes to making investment decisions for their clients? In recent years, the industry has witnessed...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Quality investing: Holding conviction when markets test investors

Quality investing: Holding conviction when markets test investors

Quality investors have no doubt had their conviction 'severely tested' of late

Scott Spencer
clock 31 March 2026 • 5 min read
Darius McDermott: The five-year laggards - can they revive?

Darius McDermott: The five-year laggards - can they revive?

'It's a complex backdrop for investors'

Darius McDermott
clock 31 March 2026 • 6 min read
Protecting portfolios during heightened inflation risk

Protecting portfolios during heightened inflation risk

'This is a year for careful, defensive positioning'

Fahad Hassan
clock 30 March 2026 • 3 min read