Fraser Donaldson looks back at the evolution of the selection process for advisers for discretionary management propositions
At any point in time, when you look at a process or methodology, it always looks obvious and clearly the only way to do things. It is always difficult to imagine that things were done differently in the...
Fees 0.1% per annum or £20 per month
$17trn of debt is now ‘paying’ a negative yield
'Arm's length at a reasonable cost'
'Prepare a key insights document'
'A buffer replenishment strategy'
Target five colleges first
Re-platforming went well
Nearly two years after High Court appearance
Tried to work at Wesleyan
Will offer savings and loan products