Tag

Suitability

2 articles tagged with "Suitability"

Regulation & Compliance 26 June 2026

How Discretionary Investment Management Is Regulated in the UK: An Adviser's Guide

How discretionary investment management is regulated in the UK: FCA permissions, COBS suitability, client agreements, reporting and best execution for advisers.

Jonny Rowse

9 min read

Investment 8 May 2026

Bespoke Portfolio Management for HNW Clients: When It Earns Its Fee

When bespoke portfolio management beats MPS for UK HNW clients. Suitability triggers, real fee maths, due diligence questions and Consumer Duty notes.

Jonny Rowse

10 min read