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Articles by Ben Peele, PortfolioMetrix

Ben Peele, PortfolioMetrix

Ben Peele joined PortfolioMetrix in April 2019. He has over 20 years of experience in the financial services industry. Prior to joining PortfolioMetrix Ben ran equity sales teams at UBS Investment Bank and held senior positions in the fintech industry.

Client segmentation: is yours fit for purpose?

By Ben Peele, PortfolioMetrix

Embark Adviser

With the nation slowly returning to some sort of normality, now is a good time for advisers to dust off their ‘to do’ lists and make sure they are in a healthy place when it comes to satisfying the regulator.

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Because you’re worth it: articulating the value of advice

By Ben Peele, PortfolioMetrix

Embark Adviser

Do you struggle to quantify the value clients gain from engaging with you? Many aspects of the service provided by financial advisers can’t be measured in monetary terms, so it can seem like a daunting exercise.

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