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Event date

03 March 2026 - 23 April 2026

FE Investments 2026 Roadshow

Join us for a lunch near you, where we will discuss how Tailored Portfolios can provide a better way of working for your clients and your investment proposition.

Building a More Resilient Advice Business: The Tailored MPS Advantage

In an increasingly challenging regulatory and economic environment, advice firms are under pressure to deliver exceptional client outcomes while maintaining profitability. This session explores how FE Investments' Tailored MPS offering provides a strategic solution to both imperatives.

 

Discover how Tailored MPS transforms your operational model:

Traditional portfolio management consumes significant adviser time in ongoing monitoring, rebalancing, and justification of investment decisions. Tailored MPS removes this burden while maintaining your firm's unique investment philosophy and client proposition. By co-manufacturing investment mandates that reflect your house view, you retain full ownership of the client relationship and strategic direction, whilst delegating the time-intensive implementation and governance to FEI's institutional-grade investment team.

 

Protecting client outcomes through institutional rigour:

Your clients benefit from the same level of due diligence, risk management, and oversight that institutional investors demand—resources that would be prohibitively expensive to build in-house. FEI's independent research framework and multi-manager approach ensures portfolios are constructed without product bias or tied distribution, giving you confidence that client interests always come first.

 

Enhancing profitability through efficiency:

Free your advisers to focus on what they do best—building relationships, financial planning, and growing your business. Tailored MPS typically reduces portfolio management time by 70-80%, allowing you to serve more clients effectively without compromising service quality. The transparent fee structure ensures you can maintain healthy margins whilst delivering exceptional value.

 

Join us to explore whether Tailored MPS could be the catalyst for your firm's next growth phase.

Join us in:

Birmingham | 3 March

Venue: The Lost & Found Birmingham, 8 Bennetts Hill, Birmingham B2 5RS

Leeds | 4 March

Venue: Lost and Found Leeds Club, 3 Albion Place, Leeds LS1 6JL

Cardiff | 5 March

Venue: The Ivy Cardiff, David St, Cardiff CF10 2

Manchester | 21 April

Venue: The Ivy Spinningfields Brasserie, Byrom St, Manchester M3 3HG

Glasgow | 22 April

Venue: The Ivy (Buchanan Street), 106 Buchanan St, Glasgow G1 2JW

London | 23 April

Venue: Cabotte, 48 Gresham St, London EC2V 7AY

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