Do as I say, not as I do: What have advisers done with their own portfolios in the crisis?

Differing views

clock • 8 min read

Market fluctuations as a result of coronavirus have seen investors ask their advisers whether they should try to capture portfolio gains by reallocating their assets. Many IFAs are telling their clients to sit tight and ride the wave of volatility, but what are these advisers doing with their own portfolios? Claire Tyrrell finds out.

Wingate Financial Planning Chartered financial planner Alistair Cunningham has always been a firm believer in active fund management but has toned down his investments over the years. When global markets tumbled in late March, he rolled the dice and poured the active portion of his own personal portfolio into "distress stocks", such as those linked to oil prices. "The stuff I hadn't moved to more conventional investments, I switched across to some distress stocks. Arguably all stocks are distressed, but in March BP was particularly because that was the time when we had an oil price wa...

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 Your profession

Not just a people problem: Why adviser and paraplanner friction is a structural issue

Not just a people problem: Why adviser and paraplanner friction is a structural issue

‘Friction between advisers and paraplanners rarely appears out of the blue’

Duncan Lancashire
clock 02 July 2026 • 4 min read
FSCS pays out more than £125m for unsuitable advice

FSCS pays out more than £125m for unsuitable advice

Unsuitable investment, pension and SIPP advice drive 2025/26 compensation costs

Isabel Baxter
clock 02 July 2026 • 2 min read
Feel Good Friday: Free paraplanning mentoring initiative expands

Feel Good Friday: Free paraplanning mentoring initiative expands

The Paraplanner Club partners with Fundment

Professional Adviser
clock 02 July 2026 • 1 min read