Bristol adviser lunch - How can a Tailored MPS help your business?
Join FE Investments for a discussion about how our newest solution for advisers can be customised around your process
More and more firms are looking for increased input into the managed portfolios they use to take advantage of a more robust outsourced process but retain sufficient flexibility to customise this to the needs of their business and their clients.
That’s why we’ve developed Tailored, a custom-MPS that allows you to harness our deep operational excellence along with the investment capability and experience of a trusted partner. We continue to hold full discretionary powers while you input into a proposition customised to your views; enabling you to tweak the number of holdings, influence the strategic asset allocation, suggest funds, or receive bespoke reporting.
Head of Tailored Investments, Catherine Makin, and Head of Client Strategy, Ed Margot, will discuss:
- How a Tailored MPS can help your firm be more compliant
- Details on what you are able to input in the process
- Why working with the right partner is essential for long term success
- Case studies from some of the Tailored MPS solutions we have already built
A three course lunch as well as CPD will be provided to all attendees.
12:00 Arrival and registration
12:30 Lunch and presentations from our experts
The Ivy Clifton Brasserie, Caledonia Place, Clifton, Bristol, BS8 4DN, UK
Tuesday 5 March 2024 | 12:00 - 14:00 GMT
Important information: This is a marketing communication, intended for professional advisers only. Not for use by retail investors. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. The value of investments and the income from them may go down as well as up and you may not get back the amount originally invested.