Why Advisory Services Deserve More
In many cases, they require just as much — or more — time and skill than discretionary ones. Rethink Advisory Pricing.
Advisory is not a light version.
It’s not a cut-down product. Advisory services involve in-depth conversations, market analysis, and personalised recommendations. Suggestions must match the client’s goals, portfolio, and risks. All this happens without the adviser making the final decision, which takes trust, judgment, and time.
Discretionary gets easier
Discretionary mandates used to be labour-intensive. Now, they run through models, pooled vehicles, and automation. One team can manage thousands of portfolios. This scale makes it cheaper per client.
Advisory stays manual
You can’t automate human connection. Beratung work needs direct contact, tailored thinking, and regular updates. It’s less scalable. Still, we charge less. Why?
Time for change
If clients value personal advice, we should price it accordingly. It’s a premium service. Let’s stop treating it like a fallback product. The advisory is not outdated. It’s the core of many client relationships, especially when trust and transparency matter most.
Let’s lead the shift – Rethink Advisory Pricing
It’s time for the industry to Rethink Advisory Pricing. This professional, high-touch, value-driven model deserves more than respect—it deserves the right price.
