Today is a big day for Asset Intelligence, and it has been a long time coming. About 18 months ago we started speaking to some of our clients about ways in which we could enhance our offering. One suggestion that kept coming up was to offer a discretionary solution.

From those earlier discussions we’ve been working tirelessly behind the scenes to refine what the solution could look like, and to also apply to the Financial Conduct Authority (FCA) for permission to offer discretionary investment management. After months and months of planning and responding to questions, we can now announce that we have been approved by the FCA!

What this means is that we can work with clients as before, but rather than operating through an advisory model where the IFA makes recommendations to clients & requires their permission before being able to rebalance their portfolios, instead we can make these changes without delay. Not only does this allow us to deliver a better and more proactive service to the end client, but it also massively reduces the admin burden on both the IFA and the client.

If you would like to find out more about our discretionary solution, please get in touch. We’d love to hear from you!