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Wealth management - An Open Architecture Model

Date Uploaded: [ 18-02-2007 ]      Filesize: [ 314k ]

As a consequence of market turbulence over the last 5 years, the private client has realised that a traditional core domestic equity/bond portfolio is incapable of delivering consistent returns in all market circumstances.

Wealth managers are keen to deliver a suitable response to the client and to demonstrate how performance volatility can be managed through a wider set of market conditions. Many wealth managers' current investment proposition and existing investment expertise, has been focused specifically on their domestic markets.

There are a variety of options readily available to support the investment open architecture models through use of fund vehicles.

We have extensive experience in this area both from the distribution and manufacture perspectives through working with organisations including, SEI, Frank Russell, Lloyds, Barlcays, RBS, Coutts, Standard Life, HSBC and Rothschild.

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