Chris Mayo, investment director at Wellian Investment Solutions, examines the factors to consider when deciding whether model portfolios are right for your clients
By its very nature, a model portfolio must set down its process, financial objective, strategic asset allocation, the nature of its individual holdings and, in most cases, a relevant benchmark. The...
Achievements, charity work and other happy snippets
'A win for advisers'
Unconstrained multi-asset fund managed by Talib Sheikh
Who made the cut?
Transferring out of DB scheme