Unitised Investment Solutions offer Wealth Managers a powerful way to streamline operations, enhance client service, and drive growth. Minerva, as an experienced Authorised Corporate Director (ACD), provides the expertise and support to make your bespoke fund offering a success for your business.
Consumer Duty
Consumer Duty Compliance with Minerva's ACD Expertise
Minerva’s ACD services and expertise can help wealth managers meet the Consumer Duty requirements.
Unitised Investment Solutions in the Age of Consumer Duty
The FCA’s Consumer Duty initiative has brought significant changes to the financial services industry. Wealth managers now face increased accountability and must clearly demonstrate how they act to deliver good outcomes to their clients, including products and services, price and value, consumer understanding and consumer support.
This shift presents a unique opportunity for wealth managers to take control of their value chain and deepen their relationships with their clients (and potential clients). By proactively demonstrating the value they deliver, and the outcomes they achieve, wealth managers can quickly differentiate themselves in a highly competitive market.
Minerva Fund Management Solutions is dedicated to supporting wealth managers in embracing regulatory change. . We help firms build centralised investment propositions that provide clients with clear outcomes and value for money which can further differentiate brand.
Partner with Minerva to Navigate the Consumer Duty Era. The Consumer Duty demands a higher level of client-centricity and value delivery. Minerva’s expertise in compliance, product assessment, and operational efficiency empowers wealth managers to meet these challenges head-on.
Unlocking Client Value through diversified portfolios; expert management; tailored solutions; and superior transparency and reporting.
Request a meeting with Minerva’s experts to explore how the ACD platform can streamline your operations.
