Resource Hub

PortfolioMetrix has been chosen as one of Liberate Wealth’s central investment proposition (CIP) partners. The discretionary fund manager (DFM) will provide a suite of model portfolios to Liberate Wealth’s CIP….

It feels as if the whole industry has suffered exits in the last year or so because of the current high interest rates available versus volatility in the markets. The…

Death and taxes, or as Roy Jenkins once said, “it is a voluntary levy, paid by those who distrust their heirs more than they dislike the Inland Revenue”. To those…

This is the final part of our series on CIPs (parts 1-3 can be found in the resource hub) It can be seen as a bolt-on to whatever in-house or…

As we mentioned in the previous piece there is a commercial rationale behind the many outsourced CIPs available. This number is still constantly growing, no doubt fuelled by adviser firms…

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There has to be a commercial rationale for so many outsourced CIPs available with these obviously believing they can either add value, reduce cost or remove the hard work of…

Adviser firms can benefit from using a Centralised Investment Proposition (CIP) to reduce business risk and operational overheads whilst increasing efficiency and oversight. Sounds great but in an industry where…

We are delighted to announce that we are a Living Wage Foundation accredited Employer. We join organisations across the UK who voluntarily choose to take a stand, by ensuring our…