The Outsourcing Business Model

The Outsourcing Business Model

Scott Campbell recently wrote an article for the SA based MoneyMarketing publication on the outsourcing business model. In the ever changing world of retail investment advice, the standard business models across our industry – and an ever growing number of jurisdictions around the world – continue to evolve, with many financial service providers forming partnerships

The value and importance of portfolio reviews

The value and importance of portfolio reviews

Sometimes the simplest plans are the hardest to achieve and maintain. As investment professionals, it is easy to overcomplicate the investment decision-making process. Advisors are influenced by market noise, trends and contrarian views. These factors can impact the substance of clients’ portfolios and, left unchecked, can have distorting and destructive long-term consequences. Likewise, for fiduciary professionals, ensuring

Address

MitonOptimal Portfolio Management (CI) Limited
PO Box 354,
St Peter Port,
Guernsey,
GY1 3XF

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal Portfolio Management (CI) Limited (Registration No. 36763) is licensed and regulated by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended.

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