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Articles by Dave Chessell, UK Distribution Director, PortfolioMetrix

Dave Chessell, UK Distribution Director, PortfolioMetrix

Dave was one of the pioneers in the development of the investment platform market at Skandia UK. Prior to joining PortfolioMetrix, he was Chief Commercial Officer at back office software producer, Intelliflo - experience that gives him a unique insight into the needs of the independent adviser community and its customers.

Keeping composure in a crazy world

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

Composure is essential to investing as changing strategy at the wrong time can have devastating effects on long term investment returns. Measuring how a client is likely to react to volatile markets takes more than a gut feel.

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ESG: You must prepare for crucial conversations

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

Regulation is on the way in 2021 that means you will have to speak to clients about how ‘green’ they are and how much they would like their views, beliefs and aspirations reflected in their investment portfolios.

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To CIP or not to CIP, that is the question

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.

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Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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Smart investors know that financial advice is the best route to wealth

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

In these uncertain times, financial security is at the forefront of everyone’s thinking. Making the right decisions is critically important for investors, which is why now more than ever, it’s important for people to listen to the experts and take advice from qualified financial advisers.

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