Kent-based IFA Courtney Havers has appointed research and fund rating firm Fundhouse as its independent and external investment partner, responsible for all aspects of the firm's investment process and fund selection.
Fundhouse will provide the firm with a bespoke model portfolio service, which it will maintain as well as full fund selection support by monitoring a list of approved funds. The firm will also be part of Courtney Havers' investment team while sitting on its investment committee. Courtney Havers said Fundhouse being the only fund research firm regulated for fund research was a key factor in selecting the firm to be its investment partner. Fundhouse reveals fund selection track record Ray Tuffield, managing partner of Courtney Havers, said: "Fundhouse's service is truly hands-on an...
To continue reading this article...
Join Professional Adviser for free
- 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