Rice Whatmough Crozier, a UK-based financial services firm, has introduced a new technology-enabled investment monitoring service for advisers.
Dubbed as Mirror Portfolio Monitoring Services, the new business will offer advisers investment monitoring services that were previously only available to large institutional funds.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Developed by Enhance Group, the service will speed up the data collection and reporting processes.
Kathy Whatmough, partner of RWC, said: "Investment monitoring is such an important role, especially for Trustees who have a fiduciary duty of care under the Trustee Act 2000.
"Financial planners and Advisers are increasingly using discretionary fund managers to provide bespoke or modeled investment solutions for their clients. They need to ensure a robust due diligence process in selecting the right managers, and in assessing their ongoing performance against individual clients’ agreed risk mandates," he added.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
