Navigating the New Era of Financial Advice with Tailored Investments

An exclusive whitepaper to help future-proof your investment process and advice practice

In the era of Consumer Duty, delivering fair value and good client outcomes is imperative. As the regulator raises the bar, advisers are under pressure to adapt their investment propositions to meet these heightened expectations.

In this whitepaper, we explore why tailored investment solutions, delivered in partnership with a flexible Discretionary Fund Manager (DFM), are becoming an increasingly attractive option for advice firms looking to thrive in this new landscape. We examine the key challenges posed by Consumer Duty, the benefits of data-driven investment propositions and the benefits of a personalised approach.

Drawing on real-world case studies and insights from industry experts, we demonstrate how advice firms can future-proof their businesses, enhance client outcomes, and unlock new efficiencies by embracing Tailored investment solutions.

Executive summary

Key topics explored

For a growing number of advice firms, a standard approach to investments, building portfolios in-house or using an "off-the-shelf" MPS may be bringing undue risk. We examine these issues and what solutions are available.

The Consumer Duty challenge

Consumer Duty regulations has ushered in a new era for the UK financial advice industry. Where are some firms falling short?
The pitfalls of traditional approaches

When might a standard solution not be enough?
Strength in partnerships

How can you tap into specialist expertise and resources to help enhance your offering?
How Tailored works

How do we make sure a tailored investment solution aligns closely with your firm’s unique needs and objectives?
Future-proofing your business

Consumer duty is today's challenge, but how can you set yourself up for what's to come?