Creating a Centralised Investment Proposition

Charlie Parker and Chris Holdoway share the challenges and advantages of creating a successful centralised investment proposition (CIP). They share the insights they have gained over years of helping advice firms implement CIPs, emphasising the importance of thoroughness, adaptability and consistency.

Charlie and Chris discuss the importance of selecting the right discretionary fund manager, the role of risk profilers and the challenge of managing client investments on various platforms.

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