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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.

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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How to stop clients from walking away

By Ben Peele, PortfolioMetrix

Embark Adviser

Building a wealth advice business can be a rewarding career but how do you maximise the value of your business, particularly if you have an eye on selling it to a third party at some point? One of the key criteria for valuing adviser firms is the assets under advice (AUA) that they have on their books.

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