In the latest Professional Adviser roundtable, Lawrence Gosling is joined by Nancy Curtin and Chris Bailey from Close Asset Management and Capital Asset Management's Alan Smith.
Post the collapse of Lehmans, clients and investors are looking for diversification, more security and new growth opportunities.
It was against this backdrop the panel met to debate the issues relating to multi-asset investing – diversification, performance, cost and where it fits in an adviser’s portfolio of solutions for a client.
Less environment, more governance threatens to undermine firms' green credentials
Evidence your compliance
Quarter of single pensioners dependent on state