In the first of a series of articles, Ben Peele looks at co-manufacturing, which he says is a distinct model for firms that want to retain their investment identity
The relationship between financial advisers and investment managers has evolved rapidly in recent years. At the same time, co-manufacturing has become one of the most discussed topics in UK wealth management. But it has also become one of the most misrepresented. Over the past fifteen years, advisers have steadily redefined their role. The Retail Distribution Review accelerated the shift from commission-led product sales towards professional financial planning. Outsourcing was a natural consequence; multi-asset funds and model portfolio services allowed advisers to centralise inves...
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