An Adviser Perspective: Incorporating ETFs in Practice

Presented by

Philip Bailey, Head of Investment, Assetsfirst

About this talk

Join Philip Bailey, Head of Investments at Assestsfirt and Provisio Portfolio Solutions. In this webcast you will learn how a seasoned IFA has successfully incorporated ETFs into new business practices and how these can benefit your business and clients. Philip joined theProvisio in 2008 and specialises in investment work. Prior to this, he worked as a senior investment manager at a large private client investment firm. He has been in the industry since 1986 and holds the Investment Management Certificate, which is issued by the CFA Society of the UK. As a former active discretionary investment manager, he found that it was becoming more and more difficult to add value to client portfolios. The returns generated for clients did not justify the fees charged. As a result, he came to the conclusion that low cost, passive fund management was a more attractive proposition for clients and so he joined Provisio. Philip is married and lives in Northamptonshire. His hobbies are yacht racing and the £/Euro exchange rate (he is renovating an old farmhouse in France!)

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