Dave Chessell: Welcome to the investment management Hokey Cokey

That's what it's all about

clock • 4 min read

Choosing a discretionary investment manager to partner with can appear to be a complicated dance, writes Dave Chessell. Put your left arm in...

The use of the word ‘insourcing' to describe how advisers can manage investments for clients has introduced an interesting element of debate around what advisers are doing when they choose to work with a third-party investment provider. Working with an investment manager has tended to be referred to as outsourcing because that seems a fair description of the process. However, unless advisers have discretionary permissions, outsourcing in the true sense just isn't an option. Why? Because outsourcing has a regulatory context. A firm can only outsource if they have the equivalent permiss...

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