David Lough, chairman of Heartwood Wealth Management, argues that over the past 25 years advances in technology and thought have been applied to investment management, helping to create economies of scale.
Speaking at the CISI Wealth Management Conference, Lough said: ‘What I want to suggest to you is that the story of the past 25 years has been the application of thought and technology and through this there has been scaling into investment management solutions.
‘Most organisations have moved from a world of individually customised portfolios to a range of solutions, strategies, models – call them what you will. They are better researched, better tested and more consistently applied, so we move from a range of dispersed outcomes to much more predictable outcomes for clients who share the same characteristics.’
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