FT AdviserJan 21 2025

The rise of co-development in custom model portfolios

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • To be able to describe some of the features of co-development of model portfolios
  • To be able to identify factors influencing the construction of a portfolio
  • To be able to identify the number of funds advisers usually choose from
  • To be able to describe some of the features of co-development of model portfolios
  • To be able to identify factors influencing the construction of a portfolio
  • To be able to identify the number of funds advisers usually choose from
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The rise of co-development in custom model portfolios
© YuriArcursPeopleimages/EnvatoBy combining capabilities advisers can deliver superior and more tailored solutions to their clients

They say teamwork makes the dream work. That is certainly the case within the financial planning world, where co-development and co-branding are driving advisers’ interest in custom model portfolios.

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