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

TISA warns FCA's targeted support could 'cause confusion' and hinder rollout

TISA warns FCA's targeted support could 'cause confusion' and hinder rollout

Industry group calls for more flexibility on disclosure

Sahar Nazir
clock 17 October 2025 • 2 min read
You can always make more money, but you can't buy more time

You can always make more money, but you can't buy more time

What’s the ROI on a memory that lasts forever?

Chris Ball
clock 16 October 2025 • 3 min read
Autumn Budget 2025: Reeves should use Budget to 'merge ISAs not cut tax-free limits'

Autumn Budget 2025: Reeves should use Budget to 'merge ISAs not cut tax-free limits'

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 16 October 2025 • 1 min read