Co-manufacturing: Why partner selection is critical

'A common mistake is treating co-manufacturing as outsourcing with a greater degree of influence'

clock • 4 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on DFM & Model Portfolios

Why the FCA is digging into co-manufacturing

Why the FCA is digging into co-manufacturing

Ben Peele explores the 'uncomfortable truth' that sits at the centre of the co-manufacturing debate...

Ben Peele
clock 26 June 2026 • 4 min read
Traditional MPS limits on CGT and operations now in FCA focus

Traditional MPS limits on CGT and operations now in FCA focus

PortfolioMetrix’s Ben Peele on adviser co-manufacturing and blurred MPS responsibilities

Isabel Baxter
clock 19 June 2026 • 1 min read
Two advice firms join AJ Bell Investments' bespoke MPS partnership

Two advice firms join AJ Bell Investments' bespoke MPS partnership

Financial Initiatives and Blue Atlas Wealth

Jenna Brown
clock 09 June 2026 • 2 min read