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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Need investment advice? Don’t ask a stockbroker
It’s impossible not to feel extremely sorry for James and Julia Bagot. The pensioners from Essex thought they were doing the right thing by paying a prestigious City of London stockbroking firm to invest their life savings on their behalf. Over a...
The joy of investing in auto mode
I love America and feel very much at home there. But get in a car and I instantly become your typical Englishman abroad. No, it’s not driving on the wrong side of the road that bothers me, or forgetting that I’m allowed...
#SFTW: Godfrey-gate special!
SOMETHING FOR THE WEEKEND Godfrey. It will doubtless barely register on the Richter scale for most investors, but this has been a seismic week for the UK fund industry. First, two of the country’s biggest asset managers, Schroders and M&G, announced they were...
Situation vacant : A Sir Humphrey for funds
This is a guest post by the True and Fair Campaign. SITUATION VACANT for Chief Executive of the Investment Association (IA) Sir Humphrey Now that Daniel Godfrey has been pushed out of the Investment Association for apparently having the nerve to...
Has your fund manager agreed to put your interests first?
It’s now six months since the Investment Association — the trade body for the UK fund industry — drew up a Statement of Principles for every fund manager. IA members, of which there are more than 200, were asked to make a...
Wanted: New head of UK fund industry, preferably without principles
It will doubtless barely register on the Richter scale for most investors, but this has been a seismic week for the UK fund industry. First, two of the country’s biggest asset managers, Schroders and M&G, announced they were leaving the Investment Association,...
