Adrian Gaspar, senior consultant at Defaqto, on how to run due diligence across risk rated and multi-manager funds.
A topical theme in the IFA market currently is the challenge of matching ‘managed investment solutions’ to a client’s risk profile. There are several ways of offering managed solutions including discretionary...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till