T. Bailey is making a strong push in 2009 to offer third party investment and administration services to a number of IFA firms.
The boutique already acts at Authorised Corporate Director and administrator for Wise Investments and is planning to sign a contract with another IFA practice later this year. Talks are also in progress...
Smashed initial target
Since November 2008
Share issue oversubscribed
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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