Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Financial advisers and pre-paid funeral planning
16 August 2019
Unlike the general insurance market where consumers recognize their need for home insurance, travel insurance and car insurance and buy of their own volition, suppliers of life and protection products typically have first to convince the target audience that they are financially vulnerable.
Engage provides an unparalleled DFM research tool
23 July 2019
An increasing number of financial advisers are appointing discretionary fund managers (DFMs) to run their clients’ investments. Utilising a DFM can bring efficiency and reduce operational risk for advisers. But advisers must be prepared to dedicate resource to choosing and monitoring managers in an increasingly crowded market.
ESG: The rub of the green
17 July 2019
The more asset managers that incorporate environmental, social and governance thinking into their investment philosophy, the more traction ESG investing will enjoy.
London Stock Exchange Group lists Defaqto among 1000 companies to inspire Britain
03 July 2019
Published annually, the report celebrates the UK’s fastest growing and most dynamic Small and Medium Sized Enterprises (SMEs).
Discretionary Management and CGT
19 June 2019
One of the reasons for selecting a discretionary managed, segregated portfolio over a portfolio in a collective structure, such as ETF or OEIC, could be the treatment of tax. Specifically, the management of Capital Gains Tax.