Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
The range has reached £1.84bn in asset value
Region’s financial sector is ‘developing and evolving at a rapid pace’
FCA expected to enforce the rules ‘aggressively’
Next-gen clients being ignored as IFAs focus on older, wealthier investors
Regulator places due diligence and monitoring in the spotlight
Centralised investment propositions could become ‘unmanageable’ for 97% of firms
Technological development is a key area of focus now the Praemium International acquisition is complete
It previously only offered investment advice to large institutional clients
In Hong Kong, Singapore and Australia after hiring from Towers Watson
But some firms with potential non-compliance have been asked to ‘take action’
Only 53% are comfortable working with an investment partner with advice arm