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Supermarkets open up audience for boutiques

Fund supermarkets are the ideal scenario for boutiques as they offer them a level playing field, with larger counterparts that have bigger marketing budgets.

Cofunds fund manager relations director Russell Lancas-ter said that while boutique firms could not compete with larger players in terms of marketing budget and IFA events, being on a platform opened them up to a wider audience of advisers who may not traditionally see those funds.

“We have some 12,000 RIs on our platform and having your fund on the shelves of a platform gives them the opportunity to look at those funds with an equality that maybe wasn’t there previously,” said Lancaster.

SVM head of retail sales Mark Noble said while the dual promotion with Cofunds and other platforms does help, boutiques should not solely rely on platforms and do need to supplement this presence with their own marketing.

He said: “The platforms help but we do still have to wear out shoe leather and actually go and visit the advisers. That gives me hope as they look at past performance and want to know what is under the bonnet driving it.”


Aegon has no plans to follow L&G lead on disclosure

Aegon Scottish Equitable says it is unlikely to follow Legal & General and abolish consumers’ requirement to disclose changes to their circumstances between the application process and the policy going live.Aegon says it has an older client base than L&G and a significant amount of the claims it declines are rejected due to non-disclosure before […]

Platforms appeal for patience from users

Having to control their rate of progress and manage adviser expectations are the biggest problems for platform providers.At Sage’s annual conference in Alicante last week, speakers from Seven Investment Management, Skandia and Cofunds were asked to explain their biggest frustrations in the current landscape during a panel discussion.Cofunds director Ian Meredith said he wanted advisers […]

Capital Homeloans further tightens lending criteria

Capital Homeloans has made further criteria changes to its mortgage range in effect from October 26.In buy-to-let, CHL Mortgages will lend 90 per cent loan to value with a maximum lend £500k per property and 85 per cent LTV on a maximum lend of £1m per property.On self cert home loans, the lender will lend […]

US equity income: the standout market

By James Hackman, head of US Equities at Neptune With a growing dividend market, very low payout ratios and high dividend cover, the US is one of the standout equity income markets globally. It is also one of the most unloved. James Hackman, manager of the top-performing Neptune US Income Fund, highlights six key facts […]


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