Henry Cobbe: Will DFMs need to move towards a more 'customised portfolio' approach?

Custom-made or off-the-shelf?

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Henry Cobbe of Copia Capital Management
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Henry Cobbe of Copia Capital Management

With some model portfolios beginning to look rather similar, Henry Cobbe explains the idea of the 'custom portfolio' and what advisers need to bear in mind when commissioning this sort of mandate.

Clients are always the primary focus of any investment proposition. Guidance on what makes a good centralised investment proposition (CIP) frequently includes key references to ensuring suitability for...

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