FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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‘By mutual agreement’
Aiming to reduce MPS costs by £3m a year
Moving to segregated mandates
Innovation 'at the core' of firm's strategy
Left last year
After leaving Neptune earlier in the year
Reports record net discretionary inflows
Investec W&I on the up
Negativity surrounding pound excessive
Rebalanced monthly
27 April 2018
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1 min read
