John Lester: Factors to consider when picking an investment solutions partner

The five Ps

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What means much more to advisers is the service and support that they receive once client assets migrate into their CIP solutions" - John Lester.
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What means much more to advisers is the service and support that they receive once client assets migrate into their CIP solutions" - John Lester.

Choosing an outsourced partner to help with your central investment proposition is a big task and, in this article, John Lester looks at the essential due diligence advisers should be doing on the investment front…

Ever since the FCA published COBS 9.2 on assessing suitability, firms providing financial advice across the UK have been debating the best way to construct and maintain a robust Centralised Investm...

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