Model Portfolios
Private bank expands offering with model portfolio service
Total cost to the client will be capped at no more than 1.5%-1.95%
Invesco unveils £1 a month model portfolio service
Offering will be a ‘game changer for advisers managing investments’
Duration raises mis-selling risks in bond-heavy portfolios
With interest rate rises looming, duration concerns are now becoming more tangible and many commentators are wondering if a bond mis-selling scandal awaits low-risk portfolios full of bonds.
Best Practice | 17 Jul 18
Model portfolio risk labels ‘dangerously naive’
The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
European robo-adviser plans UK launch promising 20% returns
European wealth management firm Novofina will launch in the UK this year bringing “state-of-the-art” algorithms which it claims can deliver 20% returns for investors.