We are a specialised research based consultancy set up in 1999, operating exclusively in the retail investment sectors of the financial services industry, covering all areas of investment and pensions. Our customers range from Aberdeen Asset Management to Zurich Financial Services.
Our knowledge of, and access to, IFAs and other adviser firms and their personnel is second to none at both senior and operational level. This access enables us to provide customers with qualitative data of unrivalled excellence on current and likely future behaviours. Our reports and advice help asset managers, platforms, technology companies and distributors formulate strategy on product, distribution and administration.
In addition, we are able to provide consultancy on a broad range of issues as diverse as adviser segmentation, fee models, investment propositions and the impact of regulation.
We tend to spend most of our time on the major topical issues of the day such as RDR, Mifid II and Pensions Freedom – the issues at the top of the decision makers’ agenda.
Our research methodology is second to none. We use accurate samples of the appropriate sector; we interview relevant decision makers at CEO level, adviser level, at administrator level as required by the project.
The Investment Network
The Investment Network is a members’ only forum for senior managers from all parts of the investment industry to meet, listen to top rate speakers, debate and discuss key issues under the Chatham House rule. Meetings are held in country house hotels four times a year.
For more information visit the website.
Never mind the quality…
In 2014, we worked with The Lang Cat to publish a report looking at the suitability of advisers’ centralised investment propositions. This year, we are revisiting the subject, but with a focus on decumulation. The report will deal with issues such as sequence risk, longevity risk and the viability of adviser of adviser fee models. It will prove contentious for some! More news very soon.
Post RDR, the focus on adviser investment propositions has never been greater. With the regulator taking a keen interest in how advisers research, create and maintain the investment portfolios they choose on behalf of their clients, advisers need to be concerned that they have adequately addressed suitability and be able to demonstrate that they have.