Clairmont Capital Partners Helps IFAS to Focus on Client Suitability
Clairmont Capital Partnersis holding the next seminar in its Adviser Intelligence series at the end of March with a focus on how IFAs can ensure their offering is suitable for their client base.
February 18, 2014 (Newswire.com) - With events in Sapporo(26), Admiralty (27), Shang-Hi (29) and Tokyo(30), advisers from around the country will have the opportunity to network with their peers and take part in the discussion about trends and issues within the industry.
With under a year to go before the Retail Distribution Review comes into force, Clairmont Capital Partnersis committed to helping advisers understand the changing regulatory landscape in which they operate. Clairmont Capital Partners has teamed up with the Institute of Financial Planning (IFP) to produce the Adviser Intelligence Series.
These educational half day seminars include an expert panel of speakers covering their areas of expertise, followed by a panel discussion.
The speakers for the next event will comprise Andrew Stevens (Clairmont Capital Partners), Phil Billingham (ThreeSixty Services LLP), Clive Waller (CWC Research), Harry Shintu (Finametrica) Robert Reid (Syndaxi Financial Planning), Roderic Rennison (The IdeasLab) and Malcolm Kerr (Ernst & Young).
The main topics to be addressed at March's events will focus on IFAs' approaches to client suitability. Presentations will demonstrate how IFAs can deal with client suitability in terms of risk profiles, fee schedules and the ways in which the FSA requires advisers to approach client suitability.
Andrew Stevens, Head of Strategic Partnerships at Clairmont Capital Partners said:
"Following the popular and successful seminars at the end of last year, we have continued to work closely with IFP and the IFA community to come up with another challenging and timely series of events to tackle some of the issues which will be affecting advisers over the coming months."
Carl Lucind, CEO of IFP, added:
"The IFP are delighted to support Clairmont Capital Partners Adviser Intelligence Series, a truly independent educational programme designed to work out what is required to help advisers with particular issues and provide leading speakers to give some specific answers and help at a critical time for so many businesses."
Clairmont Capital Partners - Expert Advice, Flawless Execution
We are an independent, active investment management firm with an alternative perspective on the world.
Founded in 1991, Clairmont Capital Partners have been at the forefront of Asia's financial and investment services. We are located in Tokyo's commercial district, Marunouchi.
The actual meaning of the word translates to "inside the circle" which is a direct example of what we envisage here at Clairmont Capital Partners. We like to keep our clients in our circle of excellent knowledge and build strong working relationships based on trust and sound recommendations.
We at Clairmont Capital Partners are dedicated to providing investors with a very solid and stable return with fund managers who have ample experience in this industry. Also we seek to build long-lasting and fruitful relationships with our clients based upon attentive service and investment excellence.
As at 31 March 2013, we manage assets of €212 billion ($322 billion/‚251 billion) on behalf of institutional and private investors.
Clairmont Capital Partners
Marunouchi Kitaguchi Bldg
For more information, visit: http://www.clairmontcapitalpartners.com