Wisdom Shared

The rise of managed portfolio services (MPS)

Prepared for UK professional advisers only. In the second episode of our series focusing on centralised investment propositions (CIPs), we explore the increasing dominance of managed portfolio services (MPS) and how they work alongside multi-asset funds.

Nathan McKerlie, Partnerships Manager, interviews Andy Parsons, Head of Investments and Protection at Defaqto, to dive into the factors driving MPS growth, the regulatory landscape, consumer duty and the benefits MPS offers advisers.

They discuss how MPS impacts cost structures compared to multi-asset funds, and ways in which MPS can help to ensure consistent outcomes for clients.

 

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

Mastering CIPs and CRPs: A comprehensive guide for advisers

Prepared for UK professional advisers only. Albemarle's Partnerships Manager Nathan McKerlie hosts Andy Parsons, Head of Investments and Protection at Defaqto, for an insightful discussion on centralised investment propositions (CIPs) and centralised retirement propositions (CRPs).

They explore the steps that advisers need to take when establishing a CIP or CRP, emphasising client segmentation, target market definition, and the delineation between research and due diligence.

The conversation delves into practical tools available for advisers, like cashflow modeling and Defaqto's software. Nathan and Andy discuss the importance of these tools in demonstrating how investments align with client goals, particularly in planning for both accumulation and decumulation phases. The podcast considers the benefits of DFMs in aiding robust and flexible investment frameworks.

This is the first of two episodes aimed at helping advisers develop CIPs.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

Creating a Centralised Investment Proposition

Prepared for UK professional advisers only. Hosts 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.

Charlie Parker is the managing director of Albemarle Street Partners, Chris Holdoway is the investment director.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

There are no silver bullets

Prepared for UK professional advisers only. In the third episode of our investment principles series, Charlie Parker and Fahad Hassan delve into the idea that "there are no silver bullets" in investing. Instead, they explain that one-off solutions or quick fixes can lead you down the wrong paths or make little difference overall.

Charlie and Fahad’s conversation highlights past examples of market hype, like lithium or European defence stocks. They explain the reasoning behind their own focus on diversification, data and risk management and why this is key in influencing long-term portfolio performance.

Charlie Parker is the managing director at Albemarle Street Partners and Fahad Hassan is the CIO. 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

How the advice industry is advancing

Prepared for UK professional advisers only. Host Eleanor Williams sits down with Tom Hegarty, CEO of SimplyBiz, to explore the evolving landscape of the financial advice industry.

They discuss Tom's path into the sector and his career across the years that has brought him to his SimplyBiz CEO role. The episode covers issues facing the advice industry, including the progress being made to attract new advisers and paraplanners, succession planning, sustaining a diverse and competitive advice market, AI and new technologies and how these topics are related to the consumer duty.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

The Anatomy of a Crisis

Prepared for UK professional advisers only. In this episode of Wisdom Shared, hosts Charlie Parker and Fahad Hassan delve into the complexities of market corrections, focusing on how unexpected events like President Donald Trump’s tariff announcements can trigger dramatic changes in the market. They explore the metaphor of a doctor-patient relationship to illustrate how investment managers focus on data to interpret market signals, often leaving narratives aside.

They discuss the importance of remaining disciplined and data-driven when making investment decisions in highly volatile markets. The hosts also analyse the recent market responses to geopolitical tensions in the Middle East, offering insights into why markets sometimes remain unfazed by global upheaval.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

How the noise of social media and FOMO continues to influence investors

Prepared for UK professional advisers only. Live from Money Marketing Interactive Leeds! Albemarle Street Partners' Sarah Kennedy and Charlie Parker host industry experts at this key event which brings together advisers from across the country for a day of insights and strategy.

With thanks to our expert guests:

• Lee Robertson, podcaster and CEO/Founder of Octo members group, a social network app for financial services professionals.
• Gary Abela, Co-Founder and Chief Commercial Officer at Re.LoA, an AI solutions company working on improving efficiencies for advisers.
• Emmelia Powell, social media expert and Independent Financial Advisor at Premier Wealth Solutions LTD & Sports Professionals, an advisory firm who specialise in planning services for sports professionals.

This episode dives into into the complex world of investing amidst the noise of social media and the Fear of Missing Out (FOMO) with Charlie Parker. Lee Robertson discusses marketing strategies for advisers and how the industry evolving has influenced strategies to reach and be heard by clients.

Switching to technology, Gary Abela explains how AI can help advisory businesses and what concerns it is causing within the industry. To wrap-up the episode, Emmelia Powell advocates for the positive power of social media to reach key client audiences and explains how it has become a key part of her personal strategy and brand.

With thanks to Toby Parker for producing this episode. 

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

 

How to thrive as a new adviser

Prepared for UK professional advisers only. There are many different routes to becoming a financial adviser. In this episode, we hear how Sophie Barnes, associate & independent financial adviser at Chattertons Solicitors and Wealth Management, went from a degree in Law and Psychology to becoming a fully chartered adviser. 

Host, Sarah Kennedy, partnerships manager at Albemarle Street Partners, explores the challenges new advisers face and strategies to thrive, with Sophie sharing her expertise on managing and growing a client portfolio, blending existing relationships with new business opportunities and making the most of professional networks and mentoring. 

 

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.