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...

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

Join

 

Already a Professional Adviser member?

Login

More on Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Catch up on the discussion

Professional Adviser
clock 21 August 2025 • 1 min read
PA Awards 2025: Why MyFolio Index came out top as Best Risk Targeted Range of Funds

PA Awards 2025: Why MyFolio Index came out top as Best Risk Targeted Range of Funds

Aberdeen Investments Senior Investment Director and Head of Managed & Model Solutions Justin Jones shares what sets MyFolio Index apart following its Best Risk Targeted Range of Funds award win at the Professional Adviser Awards 2025.

Professional Adviser
clock 19 August 2025 • 3 min read
Woodford IM hits back at FCA's enforcement action including £46m in fines

Woodford IM hits back at FCA's enforcement action including £46m in fines

WIM said it 'strongly disagrees' with the regulator's decision

Cristian Angeloni
clock 05 August 2025 • 3 min read