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Smaller portfolios are not “uneconomic”, says Walker Crips


Mark Rushton (pictured), Chief Investment Officer at Walker Crips, highlights how clients with portfolios of under GBP150,000 can still be well-served and continue to be attractive business.

“We are choosing not to move away from providing a bespoke service for clients with modest portfolios as it would mean turning our back on long standing, loyal clients. With no specified minimum we prefer to address clients’ needs and preferences together with them in order to offer them a suitable investment solution,” says RusWAhton.
“We want to continue to provide clients with the services that they want, having listened to their story rather than force them into a product that only suits a corporate approach.
“In recent years (post RDR) we have seen growth in our business being driven by many larger portfolios, but we also respect clients with portfolios worth £150,000 and below, which are typically excluded from other investment managers’ considerations. These clients are important to us.
“Investing in our own technology puts us in a strong position to continue to provide a tailored service to clients, without costs escalating, due to our efficient back office, platform and systems, which are supported by our own IT team.
“The caveat is, of course, that there may be regulatory changes. MiFID II is looming at the start of 2017 and will be extremely challenging for advisory investment businesses; and we hope that, as a result of regulation, other firms do not leave clients in the lurch by shutting up shop on the advisory side.”

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