Investment Processes

It seems to be the time of year when Financial Advisory firms are reviewing their investment processes and providers and creating a consistent and transparent approach to be used across the board. PROD has also stimulated advisory firms to consider their segmentation and review their investment processes. We have recently been working with firms to profile and communicate their investment processes to clients to demonstrate the value for money they receive. With an intangible offering such as Financial Services, it is really important to inform clients as to what goes into the service they receive. If you would like some ideas on how to best communicate the value you provide to clients, please get in touch.

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