Quilter Investors adds Patel and Chorley to Cirilium range
Rasmus Soegaard to leave asset manager
Sacha Chorley and Hinesh Patel of Quilter Investors
Quilter Investors has appointed Hinesh Patel and Sacha Chorley as portfolio managers to the Cirilium range of multi-asset portfolios, replacing Rasmus Soegaard.
Effective from 1 May, Patel will work alongside Paul Craig on the Cirilium Active portfolios while Chorley joins Ian Jensen-Humphreys in managing the Cirilium Blend portfolios.
Patel joined the business in 2008 working in the fixed income and macro team as a strategist, an assistant portfolio manager and then a portfolio manager, before joining the multi-asset desk in 2016. Hinesh has played a role in developing the team s investment capabilities and macroeconomic analysis.
What does the future hold for vertical integration?
Providers running in-house advice arms, platforms and model portfolios seem to have found a formula for success. But are their clients getting the short end of the stick?
By Daniela Esnerova 16
As the distribution landscape has shifted since the RDR, so have product providers’ business models.
In a world where commissions suddenly weren’t the only way to get your product to market, many came up with a solution: take ownership of the distribution chain by running your own platform, advice firm, funds and discretionary models.
Proponents of vertically integrated systems such as these argue they allow groups to achieve efficiencies and pass the savings on to the end client. There has indeed been huge asset growth on the part of these companies, which their adherents suggest is evidence that a one-stop-shop model is an appealing one.