Ex-Coutts portfolio manager sets up investment platform comparison site
It will be for DIY investors initially with plans to help advisers in the longer term
DIY investors
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DIY investors turn away from traditional providers
‘Firms are going to have to run harder just to stay still’
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Charles Stanley targets ‘post-Google/pre-planning’ clients
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
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FCA injects £11m into fight against investment scams
Consumers lost £570m to fraudsters in 2020-21 alone
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UK DIY investment market grows 34% in a year
£355bn held with major providers means the space ‘will have to be taken more seriously’
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Online wealth manager unveils DIY investment platform
Many trading apps ‘have failed to fulfil the responsibility of educating’ savers on diversification and risk
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How can UK advisers tap into the growth in DIY investing?
‘The variety of client types in the market means that there will never be a one-size-fits-all solution’
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DIY investment platform Robinhood faces lawsuit
After 20-year-old novice trader took his own life when he thought he had lost over $700,000
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HSBC best buy list could confound DIY investors
‘How would your average punter differentiate between four balanced funds?’
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DIY vs advice: is self-made investing worth the effort?
Investec remains sceptical as it closes robo-advice business amid financial losses
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Hargreaves ups DIY investor appeal with streamlined fund list
But platforms need to offer enough choice or investors could misconstrue buy lists as advice, says Fundscape CEO
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More than 60% ‘very confident’ in DIY portfolio construction
Nearly two-thirds of wealthy investors in Germany, Switzerland and the UK are “fairly” or “very” confident in their ability to construct investment portfolios without any outside help, according to a study conducted by asset management consultancy Cerulli.