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12th November 2014
BRI Investment Management Seminar

As a consequence of more stringent regulatory requirements, a number of Investment Management firms in the West Midlands have reduced their commitment to or withdrawn their advisory managed service completely. In response to this BRI Wealth Management hosted an advisory-themed breakfast seminar on Colmore Row in Birmingham on Thursday 16 October to highlight that they are committed to providing this service to their clients. Attendees consisted of professionals from Birmingham and other parts of the West Midlands.

Oliver Mustin and Dan Boardman-Weston, both members of BRI’s Investment Team, provided an update on the current stock market and detailed the advisory managed service that BRI provides.

The FCA’s definition of an advisory service is “where the firm will make recommendations based on your attitude to risk and circumstances, but you need to agree these recommendations before any changes are made to your portfolio.

BRI’s advisory service includes, a dedicated Advisory Investment Manager to assess what is important to the individual, what they want to achieve, time horizon and risk tolerance and offer advice on which asset classes are the most suitable. From there, the investments that are recommended have been through a rigorous research process by BRI’s dedicated in-house portfolio management team.

“When you deliver a strong centrally driven process, there is no reason why advisory clients can’t have access to that.” – Peter Baxter Chartered Wealth Manager at BRI Wealth Management.