News & Views

See all News & Views

Do your models float?

For those advisers that have made the switch to discretionary fund management, the benefits are clear – reduced administration, easier compliance management and more time to spend with clients to name just a few. What they might not know is that the discretionary management is only as good as the platform it’s managed on, and they might not be getting the best out of the discretionary experience.

Read article

Market Commentary - Q1 2019

Equity markets rebounded strongly after a poor end to 2018, driven by apparent progress in US/China trade talks and major central banks stepping away from interest rate rises. Economic data was weak, particularly in Europe where manufacturing survey data for the Eurozone deteriorated and Italy fell into recession. With no conclusion to Brexit negotiations, the deadline for the UK to leave the EU was pushed to 12 April.

Read article