PortfolioMetrix – Comparing Portfolios & having a Robust Analysis Framework
Marc Westlake, Chief Executive Officer - Ireland, PortfolioMetrix – One problem the advisers PMX work with come across frequently is whether or not to alter a client’s existing investment portfolio. The Central Bank of Ireland through the Consumer Protection Code, has produced guidance to the effect and PMX have also used guidance issued by the UK Regulator[1] to produce an advice framework that they hope Advisor's will find useful input into their decision-making process.
It is important to note that not all comparisons will lead to business replacement being suitable for every client.
Featuring
Mark Westlake
Chief Executive Officer – Ireland PortfolioMetrix
Marc moved to Ireland in 2008 having previously worked as an IFA in the UK. He has a BA in Economics and Politics from Leeds and Pennsylvania State Universities. He is a Chartered Financial Planner and a member of the CII and PFS holding the Advanced Diploma ...
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