Adrian Gaspar, senior consultant at Defaqto, on how to run due diligence across risk rated and multi-manager funds.
A topical theme in the IFA market currently is the challenge of matching ‘managed investment solutions’ to a client’s risk profile. There are several ways of offering managed solutions including discretionary...
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PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client