Page header - Our secret recipe
However good your people are and the customer information systems they work with, studies suggest that they simply cannot retain a close link and knowledgeable relationship with more than about 100 clients.

So, let’s remind ourselves that the average high street bank advisor-to-client ratio in the UK is 1:2500. Our simple recipe is that we strictly limit the number of client families that any one of our Client Portfolio Managers can lead manage, to a maximum of 75 - or under 25 in the case of our main board directors and Mosaic Twenty-Five service.



When someone's client list looks like becoming full, we add some new talent and also take steps to manage the flow of new clients into the business. At the time of writing, we proudly maintain an extremely high client retention rate. Keeping our existing clients is always our number one priority, over and above attracting new ones.
 
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