by Annalise Toberman | 22 November 2024 | UK Wealth Management
There are many reasons why wealth managers may want to wrap portfolios into a unitised/fund structure: an expanded investment universe, simpler distribution, streamlined reporting, better control of charges and fewer CGT headaches. But unitised portfolios have been...
by Annalise Toberman | 20 June 2015 | Archive
This week, Senior Researcher Annalise Toberman (@AToberman) reflects on how advisers are constructing drawdown portfolios in light of Platforum’s latest research on fund selection and distribution. Today we publish the first report in our 2015 UK Fund Distribution...
by Annalise Toberman | 13 June 2015 | Archive
This week, Senior Researcher Annalise Toberman (@AToberman) looks at the implications of the star manager phenomenon with references to the Pied Piper, Beckham and Harry Kane thrown in for good measure. For the topic of this week’s e-newsletter, I’ve been inspired...
by Annalise Toberman | 22 May 2015 | Archive
This week, Senior Researcher Annalise Toberman (@AToberman) looks at fund concentration in the UK and Europe. We’re über excited – pardon my German – about our latest European report, which we publish on Monday. The report is packed with findings drawn from...
