Picking the right partner
A journey to discover how outsourcing can help your business and your clients
In a world where clients’ financial needs are becoming more complicated, financial advisers have to adapt to this and ensure that those needs are met. Whilst keeping financial planning at the core of the offering, outsourcing investments to a trusted partner is often the preferred route for many financial advisers to enable them to focus more on their clients’ life plans. But how to kick start a partnership that works?
Why Outsource?
Add value to:
Investment
expertise
Leverage scale and resource
Where to start?
Start with the client
External consultants can help with thorough research on discretionary investment managers.
Some advisers develop
in-house research capabilities.
Understanding the culture of an investment firm is key to finding the right fit as a partner.
You should also look at how the investment firm will support you and your client with regular communications, reporting and service.
What’s next?
Once a partner is found, due diligence should still be undertaken regularly.
An outsourced investment manager should also keep you and your clients regularly updated about how the investments are being managed and are performing. It’s all about working in partnership on behalf of the client.
Working as a team
Effective communication
Analyse
performance
Depending on how you run your business, you can choose different investment
vehicles for your clients across a partner’s offering. It starts from what clients need and how they want to control their assets.
What’s in the toolbox for advisers?
Start with the client
Analyse
performance
Consistent review
Schroders offers a range of outsourcing solutions. Choose from their Multi-Asset
and Multi-Manager fund ranges, or DFM and MPS from Cazenove Capital
www.schroders.co.uk/outsourcing
- your client
- your business
- your services
in association with
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Schroders has expressed its own views and opinions which may change. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Nothing in this material should be construed as advice or a recommendation to buy or sell. Information herein is believed to be reliable but we do not warrant its completeness or accuracy. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. No responsibility can be accepted for error of fact or opinion. Issued in March 2019 by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU, who is authorised and regulated by the Financial Conduct Authority.
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