Adviser investment propositions part 2: The medium-sized firm
'Final piece in the puzzle'
In the second part of this triple-feature series, Claire Tyrrell explores how HFMC Wealth, a firm with 24 advisers and 11 paraplanners, caters for its 1,400 clients
The influence of the global financial crisis on HFMC Wealth's centralised investment proposition (CIP) should hold the adviser firm's clients in good stead in a variety of market conditions, the firm's...
More on Investment
Hargreaves Lansdown introduces tiered fee structure to utilise economies of scale
Cuts fees across multi-manager range
UK borrows £34bn in December as public sector debt set to increase through 2021
Third highest monthly figure since 1993
President Biden signs order for US to rejoin Paris climate agreement
Took office yesterday
Premier Miton introduces changes to its multi-manager funds range amid shake-up
Simon Evan-Cook to leave business later this month
Access fund launches help drive UK December fund flows into positive territory
UK-domiciled equity funds add £24.2bn
Back to Top
More news
Vintage Wealth Management acquires Beaufort firm Corfe WM
Surrey-based firm
It's official: Advice is better than guidance, says Guy Opperman
From the horse's mouth
Pensions minister tells Google: 'Change your ways' on scam advertising
‘Utterly unacceptable'
Investors lose £78m as lockdown sees 'clone fraud' surge
Spike during first lockdown
