A sustainable offering: direct management
In order to avoid their advisers being seen a commodities, merely offering advice and client reviews, independents need to offer a clear value proposition. The direct management of portfolios offers clients a clear differentiator, and a cost effective offering.
We have built an offering around the direct management of clients’ funds – allowing direct control and management of funds. As well as performance improvements, the business model allows clients a higher degree of control, the ability to report real-time, and a cost saving in terms of management and transaction fees.
Our business model is supported by an in-house IT platform that allows clients to have total control over their assets. Client funds are not invested in managed funds and are not held by custodians. The IT platform allows for the creating of model portfolios, establishing asset allocation profiles, and selecting individual investments in each asset class.
As well as allowing the adviser to be recognised as not merely a seller of third party products, not using bank or institutional investment products offers a key performance advantage for clients. This allows advisers to deliver results for clients that are substantially different from the masses, especially Index investors.
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