Bespoke investment services drive adviser profitability and client growth

The study with advisers across the UK, including those currently offering bespoke investment services, found that almost all (95%) advisers surveyed said their company's overall profitability has improved, with 97% reporting that they can now take on more clients as a result. All advisers questioned said clients were ‘generally happy' when they offered a bespoke service to them, with 35% saying most clients were ‘very happy'. Advisers were almost equally divided over whether it was difficult to introduce a third-party investment manager service into their business, the study also foun...