Centralised Investment Proposition

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A client's attitude towards investing often changes when they are shown how to maximise the value of their cash deposits.

In most cases their attitude improves because they know they have the right foundation of cash and they know they are getting the best return possible.

It also changes the balance of their investment portfolio because their portfolio must be set up to deliver a better return than the higher value they are now obtaining from cash. This, in turn, has an impact upon the Centralised Investment Proposition (CIP).

A CIP that requires all investment portfolios to be underpinned with a robust Effective Cash Management proposition is therefore MORE robust than one that doesn't.