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Succession adds four fund managers to investment matrix

Succession Advisory Services has announced the addition of Schroders, F&C, Jupiter and Swip to its investment matrix.

The fund firms join niche investment houses Frontier Capital Management, TACTICA Fund Management and Seven Investment Management.

The wealth management and consolidator business announced the launch of its investment matrix last week. The matrix covers multi-manager, multi-asset active/passive, ethical, discretionary model portfolios and satelite funds.

Succesions’ 85 firms will eventually use the matrix to conduct full financial planning.

Succession investment director Andrew Smith says: “We drew up a wish-list of core solutions that would meet the needs of IFAs and their clients who demand conservative and consistent performance. We have stayed away from the glitz and glamour of star fund managers and managed out volatility focusing on robust asset allocation, diversification and automatic rebalancing.”


Alpha waves

Not so long ago, the word alpha was being bandied about the investment world with great alacrity. It remains an issue today, even as the demand for positive returns over relative has increased. The events of the past three years have certainly challenged the ability of active fund managers to achieve a greater return than their respective benchmarks.

Open up the toolbox

You can always tell when a holiday season is approaching. Those nice folk down at Canary Wharf come up with a nice big consultation paper for all of us to read. Who wants to be sitting on the beach reading the latest offering from John Grisham or Matt Beaumont when you can thrill to the joys of CP09/18?


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