In this week’s episode of IFA Talk, in partnership with Minerva Fund Management Solutions (Minerva), we explore how some firms are rethinking the structure of their investment proposition, using a unitised investment solution.
Today, advisers are faced with more choice than ever when it comes to investment propositions, including in-house advisory, MPS and bespoke DFMs. There is no shortage of ways to deliver investment outcomes for clients.
But with that choice, complexity can follow. For some firms, there is a sense that none of the existing options quite strike the right balance between control, consistency and scalability. But is there a middle way?
Joining us to break this down is Minerva’s Managing Director, Chris Edmeades. He outlines where growing advice firms typically start to feel pressure in their investment approach, the limitations of traditional advisory, model portfolio and outsourced solutions, and what a middle ground might look like in practice using a unitised fund approach.
Chris also reveals how firms can retain control while improving efficiency and governance, along with the types of firms this approach may suit best.
This episode offers a practical and thought-provoking perspective on how advisers can structure their investment approach for the future.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Chris Edmeades
A seasoned financial services executive, Chris Edmeades’ career is marked by extensive senior leadership roles in the fund management, investment management, and services sectors. His notable positions include Chief Risk Officer and Group Executive Director for a prominent LSE-listed asset manager, underscoring his expertise in fund and investment management, asset servicing, compliance, risk management, audit, and treasury. Chris’s strategic insight and deep industry knowledge play a pivotal role in guiding Minerva Funds towards continued success and growth.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
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