Many of our clients and consultants have worked with us to successfully develop their business to become discretionary portfolio managers, which is an increasingly popular sector of the market, particularly with high net worth clients and advisers that have develop their knowledge and skills over the years. Many successful portfolio managers focus their time and attention, quite rightly, on investment opportunities and successfully managing secure growth of the client. Therefore need to outsource the research necessary to stay within the FCA requirements at all times.
Complexities multiply when a portfolio manager as clients throughout Europe as cross-border services require particular concentration and close scrutiny of incoming European directives of which there is always a constant flow.
We are pleased to provide a customised consultancy service to suit a portfolio managers individual requirements. Whether that is a full “compliance officers service” or occasional consultancy on an ad hoc basis. No 2 portfolio managers are the same and we would be delighted to discuss your individual requirements. Please contact us on 0345 612 1211 or firstname.lastname@example.org.