Investment Watch: Matt Morris's verdicts on recent developments

‘Promising lead’ or ‘Back to the lab’?

clock • 2 min read

Professional Adviser's investment detective Matt Morris delivers his verdict on developments in the investment and pensions arenas that have caught his eye over the last month

Bird on a Wire Fintech business Swanest has launched a direct-to-consumer robo-adviser it says makes intelligent investing simple and is now looking to build a system for the adviser market. As part of this investment technology platform, the first service consists of a digital portfolio tracker that helps investors create a holistic view of their savings and investments consisting of any stocks, ETFs, mutual funds and cryptocurrencies. In doing so the firm combines what it says is an unprecedented range of financial assets, personalisation capability and user experience to manage portfol...

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