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Goy Harris Cartwright drives business growth and prepares for MiFID by choosing BITA Star

BITA Risk, a division of COR-FS, today announced that Goy Harris Cartwright & Company (GHC) has selected the market leading client risk profiling and strategic asset allocation solution, BITA Star, to support the continued growth of both the discretionary and advisory services that they provide to their clients.

BITA Star will be used by GHC to undertake risk profiling and investment suitability analysis for their clients across their extensive range of Independent Financial Advisers. BITA Star will enable a consistent and rigorous approach to client assessment across the entire customer base, promoting FSA and MiFID compliance in terms of client classification whilst ensuring that only suitable investments are provided to their clients.

BITA Star will support the wide range of services offered by GHC to its clients; a key benefit being the flexibility of BITA Star to include model portfolios and structured products alongside an unlimited number of traditional and alternative asset classes during the construction of suitable strategic asset allocations for clients.

The ability of BITA Star to deliver a streamlined and fully integrated process from client questionnaire through to investment proposal generation will also enhance the sales and marketing of GHC’s services to its clients.

Paul Harris, CEO of GHC said: “We have been using the principals of modern portfolio theory for some time, and we had also implemented our own process of risk controlled investment appraisal where we took the investment risk away from the intermediary. However, the BITA Star solution enables us to enhance this further and, along with our input on macroeconomic forecasting and our top down investment approach, we believe that we now have an excellent platform for providing the best possible service to our intermediary clients”.

Daryl Roxburgh, Head of BITA Risk: “We are delighted that GHC have come on board. They are a dynamic, forward-thinking team with a great investment offering and we know that BITA Star will enable them to meet their investment and risk profiling needs whilst helping to reduce their business and regulatory risks. It is exciting to have extended our reach into the retail network so that all clients, regardless of their ‘net worth’ are assessed fairly and equally in terms of their risk profile and are only provided suitable investments.”