Beyond the portfolio: rethinking investment partnerships

The one thing we know about regulatory change is that there’s no final chapter. The changes we’re seeing today, and those that are coming, are direct descendants of what’s come before whether it was the Retail Distribution Review, Consumer Duty or Pensions Freedoms. All addressed challenges of the day which continue to need further refinement as we react and prepare for our new norms. The retirement paradox, described as the hardest, nastiest problem in finance by William Sharpe, looms large, which both the Thematic Review of 2024 and the recent Pensions Bill are attempting to address. How advisers respond — on behalf of their clients, their businesses, and their partnerships with discretionary managers — is more important than ever. Watch our exclusive webinar in partnership with The Lang Cat, where our expert panel explored these developments and present a new Thought Leadership paper offering fresh insights and practical guidance. The value of investments can go down as well as up and your client could get back less than they invested. https://rathbones.link/youtube