by Danby Bloch | 30 June 2017 | Archive
Asset managers’ profits are too high according to the FCA. That’s the clear message in the Asset Management Market Study Final Report that the regulator published this week. The question is will their proposals make much of a difference? At Platforum’s D2C...
by Danby Bloch | 24 March 2017 | Archive
The idea of patient long term capital is attractive – especially in the context of investment trusts. Higher long term returns could come from the higher risks involved in holding investment trusts. What’s more I think that it could have legs in the adviser community,...
by Danby Bloch | 10 February 2017 | Archive
This week, five of the largest DFM firms – Brewin Dolphin, Brooks Macdonald, Investec Wealth & Investment, Quilter Cheviot and Rathbones – got together and launched an ‘alliance’ to sell financial advisers the benefits of outsourcing their investment...
by Danby Bloch | 03 June 2016 | Archive
The shadow of the referendum in three weeks’ time looms over investment decision-making. Faced with a client who has cash to invest, what should an adviser do now? Wait till after the poll, invest now or invest some now and then some later? The issue brings into...
by Danby Bloch | 27 May 2016 | Archive
Viewed from New York or Tokyo, Europe may look like a single market for investment services. But a closer look – like the exercise Platforum has been running for several years examining the European Fund Distribution Market – makes it quite clear that...