Outsourcing can help you focus on client needs

Outsourcing your expertise can help you spend valuable time building and maintaining satisfying and rewarding relationships with your clients, giving them the personal attention they deserve. With so many different investment options available, how do you know what is right for your clients?

We believe those that require a tailored approach to their needs would benefit from a discretionary portfolio service. Meanwhile, those with more straightforward requirements are likely to find a managed portfolio service more appropriate.
 

The different types of investment services

Source: Langcat State of the Adviser Nation – January 2022.

Discretionary fund management is a truly bespoke approach, following your guidance and focused on each client’s individual needs. Working together to understand their requirements, we will agree an investment strategy, as guided by you. We will then implement your advised strategy and entrust the day-to-day management of the portfolios with your local investment management team. This service includes regular reporting and communications, together with strategic review meetings at your request.

A discretionary service is particularly useful for those who are approaching retirement or have already retired, constructing a portfolio that balances a sustainable income with ongoing growth, including:

• Strong performance track records
• Ethical and sustainable approaches
• Expertise in stock selection via research partnership
• Automatic use of ISA allowances and annual tax exemptions, such as dividend and capital gains tax allowances
• Regular investment communications and reporting
• Regular in-person and virtual IFA and client seminars hosted by the internal research team, providing market updates
• Annual tax packs
• Cashflow management
• Invitations to you and your clients to events

Through our Managed Portfolio Service we regularly review and rebalance your clients’ investments to ensure that the combination of funds remains suitable for them. We use our expertise and skills to buy and sell funds so that all portfolios are best positioned for what we believe will happen in markets over the short to medium term.
 

The benefits of outsourcing

By outsourcing your investment services, you can spend more time with your clients, giving them a better plan for the right products at the right times. Our dedicated business development team will ensure you can understand how we are managing your clients’ money, as well as respond to their needs. We will allocate a dedicated business development manager to you, in addition to the Investment Management team, who will ensure you are kept abreast of all the services available at Investec Wealth & Investment (UK).

For advisers focused more on financial planning, partnering with an investment specialist separates investment performance from the adviser-client relationship. This allows advisers to focus fully on planning while the partner handles investments. A good investment partnership also provides advisers with access to expanded research and resources, including expertise in specialised areas like impact investing.
 

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.

Whatever your client’s goals and ambitions for their money, our flexible range of investment solutions helps enhance your reputation and reduce your administrative burdens. You’ll have more time to focus on financial planning and winning more business.

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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.