client management

Dynamic Planner adds Aubrey Citadel Fund

Part of a £65m strategy managed by Jon Gumpel

February 27, 2025
Two thirds of advisers predict strong growth in clients

Researchers also found investment in technology is improving efficiency

September 3, 2024

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Published by MA Financial Media Ltd (part of Mark Allen),
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PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

client management

Dynamic Planner adds Aubrey Citadel Fund

Two thirds of advisers predict strong growth in clients