US EditionIs there still a place for bespoke portfolios in the era of Consumer Duty?
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Is there still a place for bespoke portfolios in the era of Consumer Duty?
In the era of Consumer Duty, there is a stronger focus than ever on ensuring and demonstrating that clients are receiving value for money and are in the most suitable products for them. To this end, many wealth management firms are reviewing whether bespoke portfolios are suitable for all the clients that are in them. What role does bespoke portfolio management still play in client service, and how might this change as proving value for money be…
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