The landscape is always changing…
‘Thank **** you’re managing my advisory portfolios now’
Sussex IFA
That quote came from the founder of a Sussex based IFA business. We asked how they were coping with the challenges of volatile markets, persistently higher inflation and the tougher regulatory landscape. He went on to say ‘If I was running advisory portfolios still, it would be taking all of my time’
If you successfully run advisory portfolios, you have a lot to deal with at the moment, including…
Increasingly volatile markets: a rapidly-changing investment landscape has made it harder than ever to build resilient portfolios.
Persistently higher inflation: even if inflation subsides in 2023, it’s still difficult to adapt client portfolios to the lower growth/higher inflation environment.
The Consumer Duty landscape: FCA requirements place the burden squarely on advisers to deliver “good outcomes” for their clients.
What are advisers saying?
A possible answer to your questions…
‘Powered by Casterbridge’ is a custom-built, white-labelled MPS offering for advisers looking to outsource the day-to-day management of their advisory portfolios – all without giving up governance and oversight.
Powered by Casterbridge: Our white-label approach means you don’t lose control over the investment process or lose track of your clients’ portfolios.
Guided by you: We build and run the portfolios. Oversight and governance is carried out with your investment committee.
Investment outsourcing, run on your terms: We provide tailored marketing support, video updates and client communication packages in your branding.
“Since we started using Powered by Casterbridge, we’ve been able to focus more on the needs of our clients, without the admin burden or time wasted trying to second-guess the markets. It also reduces the time it takes to implement investment decisions. In periods of market volatility, that is vital.”
Simon Munday, Founder of Prosperity IFA.
For more information on what Powered By Casterbridge could do for you and your clients, please contact our Relationship Manager, Emma Foley, on emma.foley@casterbridgewealth.co.uk or 07385 155293.
Important Information
This article is for information only and does not constitute advice or recommendation and you should not make any investment decisions based on it. The views and opinions of this article are those of Casterbridge at the time of writing and may change without notice. Any opinions should not be viewed as indicating any guarantee of return from investments managed by Casterbridge nor as advice of any nature. It is important to remember that past performance and the value of an investment, and any income from it, may go down as well as up and the investor may not get back the original amount invested.
