City Financial plans to launch an independent fund research service in the spring for financial advisers run by Peter Toogood and Gill Hutchinson.
The service, named the Adviser Centre, will be web-based and aimed primarily at helping financial advisers streamline their business processes in the post-Retail Distribution Review (RDR) environment. Toogood and Hutchison joined City Financial's multi-asset team, led by Mark Harris, on 1 October after leaving Morningstar OBSR in June. The new service will offer independent fund research and general market and industry commentary to financial advisers. The team will recommend around 100 established, actively managed funds. It will create a ‘Positive Watch' list of funds, as well as...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
