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Articles by Ian Furtado

Ian Furtado

Ian began his investment career at Barings and has worked at a Director and Partner level in sales and marketing for a number of London based asset management firms and boutiques for over twenty five years. He has experience of managing institutional portfolios and knowledge of a wide variety of investments. He holds the Investment Management Certificate, is qualified through the CII as a Financial Adviser and is also able to manage and advise on private client portfolios. Ian is an independent Consultant to The Adviser Centre and a Director of Proactive Strategies Investment Research.

The case for rebooting your CIP

By Ian Furtado

Embark Adviser newsletter

The start of a new year is always a good opportunity to take stock and reconsider, as you look forward to the year ahead. There is a particularly strong case for revisiting your centralised investment proposition (CIP) if you haven’t done so for a while or, if your firm does not have a CIP, considering incorporating one.

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