Clairmont Capital Partners Helps IFAS to Focus on Client Suitability

Clairmont Capital Partnersis holding the next seminar in its Adviser Intelligence series at the end of March with a focus on how IFAs can ensure their offering is suitable for their client base.

Central (I-Newswire) February 18, 2014 - With events in Sapporo(26), Admiralty (27), Shang-Hi (29) and Tokyo(30), advisers from around the country will have the opportunity to network with their peers and take part in the discussion about trends and issues within the industry.

With under a year to go before the Retail Distribution Review comes into force, Clairmont Capital Partnersis committed to helping advisers understand the changing regulatory landscape in which they operate. Clairmont Capital Partners has teamed up with the Institute of Financial Planning (IFP) to produce the Adviser Intelligence Series.

These educational half day seminars include an expert panel of speakers covering their areas of expertise, followed by a panel discussion.

The speakers for the next event will comprise Andrew Stevens (Clairmont Capital Partners), Phil Billingham (ThreeSixty Services LLP), Clive Waller (CWC Research), Harry Shintu (Finametrica) Robert Reid (Syndaxi Financial Planning), Roderic Rennison (The IdeasLab) and Malcolm Kerr (Ernst & Young).

The main topics to be addressed at March's events will focus on IFAs' approaches to client suitability. Presentations will demonstrate how IFAs can deal with client suitability in terms of risk profiles, fee schedules and the ways in which the FSA requires advisers to approach client suitability.

Andrew Stevens, Head of Strategic Partnerships at Clairmont Capital Partners said:

"Following the popular and successful seminars at the end of last year, we have continued to work closely with IFP and the IFA community to come up with another challenging and timely series of events to tackle some of the issues which will be affecting advisers over the coming months."

Carl Lucind, CEO of IFP, added:

"The IFP are delighted to support Clairmont Capital Partners Adviser Intelligence Series, a truly independent educational programme designed to work out what is required to help advisers with particular issues and provide leading speakers to give some specific answers and help at a critical time for so many businesses."

Clairmont Capital Partners - Expert Advice, Flawless Execution

We are an independent, active investment management firm with an alternative perspective on the world.

Founded in 1991, Clairmont Capital Partners have been at the forefront of Asia's financial and investment services. We are located in Tokyo's commercial district, Marunouchi.

The actual meaning of the word translates to "inside the circle" which is a direct example of what we envisage here at Clairmont Capital Partners. We like to keep our clients in our circle of excellent knowledge and build strong working relationships based on trust and sound recommendations.

We at Clairmont Capital Partners are dedicated to providing investors with a very solid and stable return with fund managers who have ample experience in this industry. Also we seek to build long-lasting and fruitful relationships with our clients based upon attentive service and investment excellence.

As at 31 March 2013, we manage assets of €212 billion ($322 billion/š251 billion) on behalf of institutional and private investors.

Clairmont Capital Partners

Marunouchi Kitaguchi Bldg
6-5,1 Marunouchi

For more information, visit:

About Haymarket Media LTD

FinanceAsia is a Hong Kong-based publication reporting on Asia's financial and capital markets throu a daily website and monthly magazine. Haymarket Media Group is a privately owned media company headquartered in London, United Kingdom. It has publications in the consumer, business, professional and customer sectors, both print and online. It also operates exhibitions allied to its own publications, and on behalf of organisations such as the BBC. The company has expanded outside the UK in recent years.Less..

Contact Information

Haymarket Media LTD
Nick Ferguson
23/F The Centrium
60 Wyndham Street
Phone : +(852) 81933014

Published in:

Business > Investment

Published On:

February 18, 2014

Print Release:

Print Release

Visit Haymarket Media LTD Website

If you have questions regarding information in this press release contact the company listed above. is a press release service and not the author of this press release.The information that is on or available through this site is for informational purposes only and speaks only as of the particular date or dates of that information. As some companies and PR Agencies submit their press releases once per week,month or quarter, make sure to check the official company website for accurate release dates as our site displays the press release distribution date only.We do not guarantee the accuracy or completeness of information on or available through this site, and we are not responsible for or omissions in that information or for actions taken in reliance on that information.