Fairstone has grown fast, recently announcing the 100th partner firm to join the business as it reaches £20bn of client assets under management. Its innovative Downstream Buy-Out (DBO) model has played a major part in that success. We spoke to CEO Lee...
Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients
Value dispersion means there are plenty of cheap opportunities
Younger clients are more likely to want advice on charitable giving
‘As different as they are attractive’
The tailwinds remain for value investing
The euro area and US central banks have applied similar monetary policy tightening over the past 18 months with distinctly different results. We see three key reasons why
Advisers can take control over client experience without the need to go “all in” on platform ownership