In Conversation With... Ben Peele, UK Managing Director, Portfoliometrix

In this episode, chief reporter Lois Valley talks to Ben Peele – UK managing director for Portfoliometrix – about why more advisers are switching from building advisory models to using a discretionary service. He also discusses the pros and cons of an off-the-shelf vs customised centralised investment proposition, and whether advisers switching to cash should be encouraged to keep their money in investments and funds.