Thank goodness someone has come along to save Neptune. It's been an unhappy ship for a long time and was crying out for a solid and reputable captain like Liontrust to set it back on the right course (warning: this is full of maritime metaphors).
Rumours abound that the Zurich Intermediary Platform (ZIP) is up for sale and Aegon is said to be first in line to snap up the platform.
We’re midway through the Fundscape Fantasy Fund League so here's a quick update on our teams are doing as at June 2019. To remind you, this experiment is about the Fundscape team gaining insight into fund selection, and learning about investments and the impact of market conditions in real time.
Over the last decade, a key feature of the retail investment landscape has been the industry’s development of risk-grading as a response to the suitability issue. How do advisers and their clients best ensure that the portfolio selected for them is most likely to produce the capital appreciation and income provision they expect, with the fewest surprises? In other words, what is the risk that they don’t achieve their goals? That risk has been distilled down to a single figure on a risk-scale derived from a portfolio’s expected standard deviation of returns, also known as volatility.
Fundscape CEO, Bella Caridade-Ferreira, will be chairing an Altus event — Learning to Ski - Lifetime mortgages — on 15th May.
After a year like 2018, it's no surprise if some advisers’ minds turned to so-called safe havens. One asset class that used to fall into that classification was Property.
This week we meet Carrie de Carteret who has worked in the financial services industry for many years as a data architect and data modelling expert (in today's big data world she's in huge demand). Carrie has taken a logical and methodical approach to her fund selection, but will it pay off?
