FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Both have over two decades of experience
Managed around £80m for 3,000 customers
Reports record net discretionary inflows
Investec W&I on the up
'Full-on fund hosting solution'
Following office refurbishment
Five multi-asset funds
Firm seeking a replacement
Instrumental in set up of firm
Two risk-mandated portfolios
01 June 2017
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1 min read
