Exclusive: Intrinsic investment proposition head poached by Dynamic Planner

Intrinsic investment proposition head Chris Jones has joined risk-profiling firm Dynamic Planner to head up its proposition to advisers and asset managers.

Jones had been at the Quilter-owned financial advice network since 2012. A chartered and certified financial planner, Jones was previously an IFA and has held roles at major firms like Bradford & Bingley and Bluefin.

The newly-created role of proposition director will see Jones run the team of 14 analysts and investment professional tasked with quarterly reviews of the investments risk-profiled by Dynamic Planner.

Speaking to Money Marketing, Jones says that risk-profiling and cashflow will come under increased scrutiny when market conditions inevitably turn.

He says: “In our industry RDR didn’t hit as hard as it would have done if not for a long bull market, where people have focused on [investment returns] rather than advisers having to demonstrate their value.

“When that tails off and with Mifid asking advisers to tell their costs and charges in a more explicit way, advisers will need something like Dynamic Planner to help them demonstrate the financial planning and risk-based work they do.”

Jones says that while it was too early to say if the firm would look to sign more partnerships to offer exclusive risk-rated funds through providers, such as its links with 7IM for a passive range and Schroders for an active one, he said that those deals were positive in terms of providing a robust risk assessment for advisers.

Jones says: “Looking at the platform study this morning, there are concerns over looseness around the planning objectives or benchmarks used…those two solutions running their mandate directly to the risk without any leakage are clearly going to be much more popular with advisers due to their precision.”

He also backs greater automation to free up more time for financial planning.

“At the moment, there are a number of large scale things everyone is interested in developing like artificial intelligence and behavioural science, which makes Dynamic Planner very exciting for the long-term future.

“One thing that advisers do incredibly well and clients really enjoy is the fundamental interaction. Lots of other things frustrate IFAs and clients on the administrative side, so the boring stuff, we can look to automate that.”


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