Christows, the private client portfolio manager, has expanded its intermediary sales team with the a...
Christows, the private client portfolio manager, has expanded its intermediary sales team with the appointment of John Morgan as IFA sales executive, based in its Exeter office. Morgan joins from Ethical Financial Ltd and is tasked with promoting Christows' portfolio management service.
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PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client