Gill Hutchison: Beyond client segmentation

Six broad multi-asset products types

clock • 5 min read

The burgeoning array of multi-asset solutions all have pros and cons so, says Gill Hutchison, a more practical approach is to assess which works best for your client bank and for the structure of your business

With increasing numbers of financial advisers using outsourced solutions to meet their clients' investment needs, the multi-asset market, in all its different guises, has swelled. This level of choice is a boon but, by the same token, the task of navigating this investment labyrinth to find the most appropriate products and services is not to be underestimated.  Multi-asset solutions are available in a number of different forms - from simple packaged products at one end of the spectrum to directly-invested discretionary portfolios at the other. These can be broken down into six broad pro...

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

Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Targeted at sustainable, forward-thinking finance professionals

Professional Adviser
clock 10 May 2024 • 1 min read
Defaqto: 'No appropriate and compliant way to compare MPS portfolios'

Defaqto: 'No appropriate and compliant way to compare MPS portfolios'

Tech firm to debut a performance comparator tracking solutions’ data

Hope Coumbe
clock 09 May 2024 • 1 min read
Assessing investment decisions made in the heat of the moment

Assessing investment decisions made in the heat of the moment

'Investors were panicking, thinking no one would ever go outside again'

Chris Justham
clock 08 May 2024 • 2 min read