Henry Cobbe: Towards a more customised portfolio approach

Custom-made or off-the-shelf?

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Henry Cobbe: "Advisers can have input into the kind of portfolio they would like to see for their clients, while discretionary managers retain management control along an agreed framework."
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Henry Cobbe: "Advisers can have input into the kind of portfolio they would like to see for their clients, while discretionary managers retain management control along an agreed framework."

With some model portfolios beginning to look rather similar, Henry Cobbe explains the idea of the 'custom portfolio' and what advisers need to bear in mind when commissioning this sort of mandate

Clients are always the primary focus of any investment proposition. Guidance on what makes a good centralised investment proposition (CIP) frequently includes key references to ensuring suitability...

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