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Partner Insight

Partner Insight

Advisers debate the future of client engagement tactics

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'

clock 04 June 2018 • 1 min read

Your profession

Segmenting clients by asset size doesn't work, say advisers

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'

clock 31 May 2018 • 2 min read

Regulation

Advisers on GDPR - an opportunity or a chore?

PARTNER INSIGHT: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?

clock 30 May 2018 • 1 min read

Partner Insight

Higher inflation is one of the biggest risks multi asset investors face today

PARTNER INSIGHT: Eugene Philalithis, portfolio manager, Multi Asset Income range at Fidelity International, explains the challenges facing multi asset managers as they seek income returns outside of traditional asset classes

clock 09 April 2018 • 3 min read

Partner Insight

'No bull market goes on forever…but things can often last longer than you think'

Partner Insight: Bill McQuaker, portfolio manager of the Multi Asset Open range at Fidelity International, reveals how he continues to test market conditions every day to deliver the best possible returns for clients

clock 29 March 2018 • 3 min read

Partner Insight

Investing in alternatives at the end of a market cycle

Partner Insight: As monetary policy begins to diverge, Michael Costa, assistant portfolio manager at Fidelity International, explains why having a proper allocation to alternative assets is becoming more important

clock 23 March 2018 • 1 min read

Partner Insight

How to prepare for the normality of a market setback

Partner Insight: James Bateman, chief investment officer for Multi Asset at Fidelity International, argues investors need to ensure they are protected against negative market movements following February's pull-back.

clock 20 March 2018 • 2 min read
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