Tag

Investment committee

2 articles tagged with "Investment committee"

Investment 3 July 2026

Centralised Investment Management for Advice Firms: In-House or Outsourced?

Centralised investment management for advisers: run portfolios in-house or outsource to a DFM or MPS? Costs, permissions, Consumer Duty and how to decide.

Jonny Rowse

6 min read

Investment 29 May 2026

How to Run an Investment Committee in a UK Advice Firm: Charter, Cadence and MI

How UK advice firms should run an investment committee under Consumer Duty: charter, cadence, MI pack, decision rights, and what minutes must record.

Jonny Rowse

11 min read