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.

Advantages of changing to a fund structure

Many discretionary managers deliver their investment proposition in a range of options from bespoke portfolios to model portfolios on platforms or in a unitised structure. We have looked many times at the advantages and disadvantages of these but always concluding...

Will technology kill face-to-face advice?

Whether we want to admit it or not, technology is engrained in many aspects of our daily lives: from ordering a takeaway via Deliveroo to checking your bank balance using an app. It is therefore no surprise to see glimpses of technological change in the financial...

Why benchmark selection matters

This week, the Financial Conduct Authority (FCA) published new rules for asset managers regarding benchmark selection, which made me wonder whether discretionary fund managers (DFMs) could come under similar pressure later down the line. Under the new rules, fund...

CGT Allowance Harvesting – Use it or lose it!

With close to two months until the tax year-end, this is likely to be a key focus for financial planners across the UK. Many planners of course focus on maximising the use of ISA allowances, but fully utilising Capital Gains Tax (CGT) allowances should also be...

How to communicate in the midst of a crisis

Almost every day we are bombarded with headlines about companies running into problems: from data breaches and accounting black holes, through to rogue employees. These crises affect the great and the good in the business world - and the way a company responds will...