In this part 2 of my interview with Mark Polson, we talked about Centralised Investment Propositions and the Pie of Destiny.

The Pie of Destiny is one of Mark’s ingenious inventions, which shows what each part of the value chain is getting in term of fees/remuneration. Which part of this value chain is getting more than its own fair share?

One key trend among adviser is the use of outsourced model portfolios but these tend to charge on a percentage of asset. Is there anything wrong with this approach? Model portfolios really are a little more than intellectual property, why is that being charged as a percentage of the client’s asset

Abraham Okusanya

Director

Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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