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Advisers demand better solutions for smaller clients


Octopus Investments says IFAs are concerned about how to service the smaller accounts within their businesses in a post Retail Distribution Review world.

The firm used feedback received for its Octopus Portfolio Manager service to identify the major challenges facing IFAs. 

Providing a cost efficient but customised managed portfolio solution has not traditionally been an option for investors with less than a minimum of GBP250,000.

Octopus has responded to this concern with a no minimum investment rule in Octopus Portfolio Manager, meaning even smaller accounts can be precisely managed and professionally controlled. 

Top of the list of concerns was the sweeping changes being introduced by the RDR. From increased transparency to extra qualifications, the industry is set for a considerable overhaul and advisers are looking for all the help they can get in the process.

Octopus Portfolio Manager provides assistance to advisers by offering a low cost, high specification, risk-adjusted, rebalancing portfolio management solution designed to be fully RDR compliant from day one.
Peter Mutch of Pantheon Financial, one of the earliest users of Octopus Portfolio Manager, says: “OPM has helped our business overcome many of the hurdles we saw with other DPM services. It is well managed, cost efficient and professionally implemented. We are particularly pleased that the no minimum investment rule allows us to provide a high quality service and investment solution to a larger number of clients. It is a superior investment proposition for clients and really making life easier for us at Pantheon Financial.”
Guy Myles (pictured), managing director and co-founder of Octopus, adds: “At Octopus, innovation is inspired by our customers’ needs and we are committed to helping them deliver the best solution to their clients. OPM is specifically designed to make advisers’ lives easier and help them prepare for RDR. We will continue to work with them to enhance the service and challenge perceived assumptions of what is and what is not possible within the investment management industry.”

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