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At International Adviser‘s Future Advisory Forums in South Africa, Principal Portfolio Strategies’ managing director Binay Chandgothia spoke about achieving investment outcomes by design and not default.
Using an outcome-oriented strategy, Principal’s focus at all points in time is on generating income.
Xavier Meyer comes in
Group will launch £4.5m in cost-saving measures over the coming months
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
Record annual IHT take last tax year of £7.5bn likely to be beaten
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
Fund has split its fixed income exposure into four, rather than using a single broad index
