Video: Outsourced investment. The right choice?

The question of outsourcing investment decisions is a hot topic for advisers with RDR looming.

Professional Adviser gets a balanced view on the pros and cons from a panel of experts.

Click here to view the roundtable

The Experts

David Muncaster
Head of intermediary sales
Close Asset Management
David Muncaster joined Close Asset Management in January 2009 as head of investment management for intermediary clients. He has more than 20 years’ experience in financial services. Before joining Close, David was with UBS, where he had a key role in establishing its UK intermediary distribution operations. Prior to UBS, he was with Anglo Irish Bank, where he helped to establish the UK private banking division. He began his financial services career in retail private banking.


Fraser Donaldson
Insight analyst – funds
Defaqto
Fraser Donaldson joined Defaqto in November 1994. He previously worked for national IFA Towry Law, where he was involved in building best advice panels for investment products and was instrumental in setting up the Towry Law discretionary management service in partnership with Mercury Asset Management (now BlackRock). He produces insight reports in the investment arena, having written several on wraps and onshore and offshore investment bonds. He is also responsible for developing Defaqto’s investment proposition.


Kevin Tooze
Managing director
Equity Partners UK
Kevin Tooze is managing director of Equity Partners UK, working as a generalist IFA serving London and the home counties. He formed Equity Partners in 2008. Tooze previously worked as a director at Equal Partners, as an IFA at Chase de Vere and also in Charterhouse Square. He began his career in direct sales at Hill Samuel and Aegon having lectured in fine art for the previous 10 years.


Jason Witcombe
Chartered financial planner
Evolve Financial Planning
Jason is a director of Evolve Financial Planning, a fee-based financial planning firm with offices in London and Manchester. He is a chartered financial planner and also a certified financial plannerCM professional. Witcombe provides financial and investment planning advice to private individuals who are, or aspire to be, financially independent, covering all aspects of their finances.

Click here to view the roundtable