There is an undeniable surge in Centralised Investment Proposition (CIP) outsourcing among adviser firms, reflecting the growing complexity and administrative demands, with more than half (55%) of UK advice firms having shifted to outsourcing their CIP management. On top of this 49% of advisors identified regulation as their top challenge compared to 32% back in 2022.
Join us on Thursday 20th November at The Scotch Whisky Experience, Edinburgh for an exclusive, CPD-qualifying lunch event hosted by Blackfinch Asset Management to discover how outsourcing multi-asset programmes can help your firm tackle rising regulatory demands and unpredictable markets.
What You’ll Take Away
- 1 hour of structured CPD
- Evidence-based insights into multi-asset portfolio construction
- Strategies for blending active and passive funds effectively
- Tips for creating a compliant, bespoke Centralised Investment Proposition (CIP)/Centralised Retirement Proposition (CRP)
Meet Our Experts
- Gareth Deacon, Head of Multi-Asset
- Mark Keogh, Head of Asset Management
They’ll share the latest research on portfolio design and how we achieve a truly tailored proposition for your advice firm.
Why Blackfinch Partners with Advice Firms
At this intimate session, learn how Blackfinch are already helping advice firms achieve:
- Regulatory-compliant CIPs (including satisfying the FCA Section165 request)
- Performance-enhancing investment strategies
- Measurable growth in business value
- Education for advice firms clients through investor days
Seats are limited to keep the discussion engaging. We look forward to welcoming you and your colleagues.
