Portfolio assurance: The model portfolio imperative for clients
Model portfolios are no longer a tactical convenience, they have become a strategic imperative in wealth management. As the industry moves deeper into an era defined by transparency, accountability, and investor empowerment, model portfolios serve as the bridge between scalable investment strategies and the need for personalisation. But with their rise comes a new level of scrutiny, not only from regulators but also from clients who are demanding that their investments genuinely reflect their individual objectives, constraints, and values.
Originally seen as a middle ground between individualised investment advice and pooled vehicles such as managed funds, model portfolios are increasingly the structural backbone of investment…
