by AdminKrzysztof | Aug 2, 2024 | Model Portfolio Selection
Our Adviser Onboarding module is designed for Discretionary Fund Managers (DFMs) and other investment firms that distribute their investment solutions via the UK IFA community. It is designed to provide them with a more robust regulatory process for the onboarding and...
by AdminKrzysztof | Jul 2, 2024 | Structured Products
A Structured Product is a pre-packaged investment strategy that typically combines a traditional asset, such as a bond, with a derivative component. These products are designed to achieve specific investment objectives, such as capital protection, enhanced returns, or...
by AdminKrzysztof | May 10, 2024 | Individualised
In this final part of our trilogy on the use and applications of fixed-term annuities in retirement income strategies. We look at three strategies that use fixed-term annuities and show how this affects the income paid to the client and the flexibility/legacy they...
by AdminKrzysztof | May 7, 2024 | Exclusive
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by AdminKrzysztof | May 3, 2024 | Individualised
Once we recognise the practicality of a fixed-term annuity as a superior form of fixed-income exposure for retirement income portfolios compared to a bond fund, it becomes clear and straightforward how to integrate them into a client’s portfolio in place of...
