Financial Express has set up its own fund ratings service, Crown Ratings. It uses a blend of quantitative and qualitative analytical screens, including measuring a portfolios volatility, consistency and returns against its benchmark.
Last year saw tremendous change in the FS market, with depolarisation leading to significant growth in the HNW/wealth sector and increasing penetration into the market of some of the wrap providers. IFAs have been looking very closely at their range of services and how they interact with their clients, often having to re-invent themselves, not […]
Istarted my career at General Accident in York in 1968 in the annuities department before moving into what became more familiar sales roles and progressing to more senior management roles around the UK. Between 1990 and 1997, I held the position of assistant general manager of GA, creating the first true multi-channel sales and marketing […]
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]