DISCUSS

Content to inspire and start conversations.

 

At DISCUS, we’re here to keep you informed and up-to-date on the outsourced investment market. We feel passionately about helping advisers and other professionals to deliver an exceptional client experience, which starts with finding the right partners to support you in your business. On these pages you will get to know our discretionary manager partners and have the ability engage in conversation. Use the comments section to give us your thoughts and feedback. We’re building the DISCUS offering around you, so be sure to have your say.

Property news from China!

News from China only really appears in our mainstream media when something dramatic is happening. When it does feature, it tends to look at topics that the public can easily grasp – such as property – and is invariably bearish. This leads investors here in the UK to...

Belonging

2018 marks ten years since LGT Vestra was founded. When setting up in 2008, their aim was to 'challenge convention in the industry by offering a fresh approach to wealth management through the simple provision of providing a truly transparent service, designed around...

The paradox of investing: a client conundrum

‘We put our clients first’ These are familiar words in the finance industry. Yet somehow the promise of putting clients first never quite seems to translate into the necessary behaviour and action. Crisis after crisis, scandal after scandal, it is the clients who...

My other car is a Porsche

The Porsche bumper sticker always makes me smile when I see it on my friend Dan’s 30-year-old, clapped out Bedford mini-van. Mind you it overnights between two proper Porsches on his driveway. Oddly he’s one of the most self-effacing individuals I know having worked...

Ethical Investing and the Scourge of Plastics

The popular BBC One television series Blue Planet II [1] typifies media coverage drawing attention to the environmental damage caused by plastic waste.  This programme and others like it point out the alarming global reach of plastic detritus, its chemical toxicity...

Retirement planning service

More than ever, the onus is on advisers to deliver effective and easy-to-understand at-retirement advice. Since the introduction of the Pension Freedoms in 2015, the number of individuals seeking financial advice ahead of or at retirement has grown, with many retirees...

Discussing analytics!

Every quarter I take time out to analyse all the searches which financial advisers have undertaken using the compare tool on the DISCUS website . The tool enables financial advisers to firstly select a proposition from one of the four available from discretionary fund...

Culture in the context of mergers and acquisitions

When writing about the undertaking of due diligence on potential Discretionary Fund Manager partners I often refer to the importance of cultural fit. Articulating what this means however can be a challenge particularly as it’s a subjective measure. However, I recently...

DFM due diligence: ignore service at your peril

Service is often overlooked by advisers when they select a third-party investment manager. Typically, performance, cost, investment process and track record take precedence. While these factors are undoubtedly important, an adviser’s due diligence process and ongoing...

PortfolioMetrix talks PROD

From the big decumulation debate through to the art of building a strong adviser business, there was much to discuss at the Professional Adviser 360 North conference in October. I enjoyed hearing fresh perspectives on the key issues that are facing adviser businesses...

Why we are not seduced by US Equities

It is a very topical time to talk about US markets given the recent drawdowns. At the start of 2018 the consensus view was that US expansion was still delivering but moving into a later phase of the cycle, whereas emerging markets (EM), Japan and Europe were still in...

Client reporting moves to a new level

Good quality client reporting is vital! As we move into a new era of transparency with MiFID II cost disclosure requirements, financial advisers, wealth managers and investment managers will need to continually demonstrate the value they provide for clients. A key...

The Alpha to Zeta on Alpha Beta

This week we are proud to introduce the newest addition to the DISCUS line-up of discretionary investment managers, Alpha Beta Partners ('Alpha Beta'). As always, when we launch a new discretionary manager on our website, we begin with a short introduction to their...