Ascot Lloyd has appointed Graham Bentley as independent chairman of its investment committee. Since 2013 Bentley has run his own investment marketing consultancy gbi2. His 40-year career has included roles at Henderson, M&G, and Old Mutual. At Ascot Lloyd Bentley, who is also a Money Marketing columnist, will chair the IFA’s quarterly investment meetings, deciding […]
Robo-advisers will increasingly move towards hybrid models over the next year, combining the human touch with machine learning, experts predict. Scalable Capital, the Europe-wide robo firm, which has received financial backing from investment giant BlackRock, has just started offering telephone and face-to-face advice for clients who want to progress beyond an initial free session. Nutmeg and Moneyfarm […]
Savvy saving strategies for advisers to help clients make their children’s life goals achievable It is no secret that costs for the next generation look set to be higher than they have been for previous ones in many ways. Annual university tuition fees, for example, are currently capped at a staggering £9,000. However, rule changes […]
Not everyone wants to conform to a prescribed, industry-standard retirement
Head of Global Equities, Peter Rutter introduces the life cycle approach, a model used by the team to construct robust, diversified global equity portfolios. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The […]
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