Key issues to consider when outsourcing your investment expertise

Outsourcing your investment decisions is one of the most important choices you can make as a financial adviser – for your clients and your business. Here are 10 key questions for you to explore when you’re looking for an investment partner:
 

1. Financial strength and resources. Do you have confidence in the investment firm’s stability and capabilities?
2. Brand awareness. Is the firm a well-known brand name that conveys confidence in its reputation and size?
3. Alignment. Does the firm understand how to help you cultivate client relationships and grow your business?
4. Flexibility and choice. Is there a broad range of investment strategies to match different types of clients?
5. Expertise. Does the investment team have the skills and experience to build and manage multi asset portfolios, as well as expertise in ethical and ESG investing and reporting?
6. Research. Does the firm have the capacity to seek out attractive investment opportunities, and the expertise to invest in direct equities?
7. Performance. Does the firm have a long-term track record of strong risk-adjusted returns?
8. Relationship. Is the firm committed to all aspects of the partnership including reporting and administration?
9. Onboarding. Is the process of setting up new client accounts fast and efficient?
10. Digital services. Can you access information about holdings and performance online?

Flexibility and choice

To build and maintain satisfying and rewarding relationships with your clients, it’s important to give them the personal attention they deserve. This is just one of the reasons why many of today’s most successful financial advisers choose to focus on the planning aspect of their roles by outsourcing their investment expertise to an experienced partner.

The right firm can ideally provide a range of investment choices, including discretionary portfolios for clients who require a tailored approach to their needs as well as a managed portfolio service for those with more straightforward needs. In addition, a dedicated business development team can ensure advisers understand how their client’s money is being handled and respond to their needs promptly.
 

The power of two

Partnering with a firm that is dedicated to investing and with extensive resources brings a powerful extra dimension to your client relationships. Investec Wealth & Investment (UK) is now part of Rathbones, making us the largest investment house in the UK with even greater access to resources.

We have a shared commitment to enhancing our proposition for financial advisers by offering them the products and services they need to look after the individuals, couples and families who rely on them for advice. Working together, we can ensure they look forward with confidence to a secure financial future.

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The information contained within this brochure does not constitute financial advice or a personal recommendation. Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover what you invest. Tax treatment depends on individual circumstances. All statements concerning tax treatment are based upon our understanding of current tax law and HMRC practise and can be subject to change.