Which advisers go for investment trusts

The idea of patient long term capital is attractive – especially in the context of investment trusts. Higher long term returns could come from the higher risks involved in holding investment trusts. What’s more I think that it could have legs in the adviser community,...

DFMs in the advisory market

This week, five of the largest DFM firms – Brewin Dolphin, Brooks Macdonald, Investec Wealth & Investment, Quilter Cheviot and Rathbones – got together and launched an ‘alliance’ to sell financial advisers the benefits of outsourcing their investment...

Investing in the shadow of the referendum

The shadow of the referendum in three weeks’ time looms over investment decision-making. Faced with a client who has cash to invest, what should an adviser do now? Wait till after the poll, invest now or invest some now and then some later? The issue brings into...

The Platforum European Fund Distribution Seminar

Viewed from New York or Tokyo, Europe may look like a single market for investment services. But a closer look – like the exercise Platforum has been running for several years examining the European Fund Distribution Market – makes it quite clear that...

The P2P challenge

Platforms and advisers – especially advisers – are going to find it a lot harder to ignore peer to peer (P2P) lending in the coming year. Two important events will drive this market in the coming few months: P2P lending will qualify as an ISA investment...