An analysis of the two most popular Investment Association mixed asset sectors has revealed wide variation in asset allocation that could have implications for advice suitability. Risk profiler Dynamic Planner researched the IA 20-60 per cent Shares and IA 40-85 per cent Shares sectors, assessing both asset mix, volatility and performance. Cash holdings in the […]
The nine advice firms acquired by Harwood Wealth Management in the first half of the year have added £310m assets under advice to the business. According to an update today, Harwood will pay a total of £10.9m for the acquisitions, completed in the six months to 30 April. Harwood says £6.7m of that total has […]
Are model portfolio platform deals stopping clients leaving? Charges for model portfolios offered by discretionary fund managers on platforms have been called into question as the regulator’s deadline for publishing findings from its platform market study creeps closer. The FCA is expected to publish its interim report on the platform market in the summer and […]
Brevan Howard Asset Management boss Alan Howard, already a member of the Rich List, is set to move higher up the rankings after posting a 37 per cent gain last month. A source tells Bloomberg that billionaire Howard’s AH Master Fund is now up 44 per cent on the year. His own hedge fund makes riskier […]
New research has proven the positive impact that protection, health and wellbeing (PH&W) benefits have upon a business.
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