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Klonowski caters for different needs

I need to set the record straight following last week’s story in Money Marketing headlined, Klonowski follows in Australian’s footsteps.

It is true that I am out-sourcing investment advice but only for the purpose of setting up and running client portfolios. This is not some-thing new but part of a pro-cess I have been working on for the past two to three years.

It is certainly not true that I have outsourced all invest-ment advice to Pivotal. They are one company I am hoping to work with but each client scenario is different. For some, a manager of managers will be appropriate, others may suit a fund of funds and there are several for whom a managed portfolio service is better. Given these differences, I do not envisage being able to ask one company to manage all client portfolios.

Francis Klonowski
Klonowski & Co.


Chesnara outsources life back book

Chesnara has outsourced the management of its back book of life business, including Premium Life policies, to Liberata.


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