Outsourcing investment capabilities is an undeniable trend - but advisers are often concerned about ‘justifying their fee’. Value and cost are two very different things- this webinar offers an opportunity to discuss how you best articulate this to your clients:
- outsourcing is very much an investment decision - you need to get to know, and support, your investment partner’s views, style and philosophy
- Widening your focus - investments are only one part of your offering – don’t sell yourself short!
- With clients funding value in things that you take for granted, let’s not focus on just making services ‘cheap’
Charles Hepworth will share his views on the outcome of the EU Referendum, assessing the likely impact on the markets and explaining how it will inform asset allocation decisions within GAM Model Portfolios.
To meet the income needs of clients, many financial advisers have traditionally turned to annuities, pension drawdown or income funds. However there is an alternative way of providing a regular, tax efficient ‘income’ that is not a natural income.
Duane Hasnip will explain how this can be achieved by drawing down from a portfolio using a growth fund with a minimal or even zero yield, and how some investors can achieve tax efficiencies by using their Capital Gains Tax Allowance.
Charles Hepworth, manager of GAMs risk-rated model portfolios, appraises the market trends, events and developments which made 2015 a year in which active managers have generally outperformed the passive market, cites some of his preferred active managers and gives an outlook for the year ahead.
Charles will also provide an update on asset allocation and performance of GAM's risk-rated model portfolios.
Niall Gallagher will discuss why he believes the conditions for earnings growth are now firmly in place in Europe and explain how he approaches stock selection in the region to maximise the opportunity.