Investment Watch: Matt Morris's verdicts on recent developments

‘Promising lead’ or ‘Back to the lab’?

clock • 2 min read

Professional Adviser's investment detective Matt Morris delivers his verdict on developments in the investment and pensions arenas that have caught his eye over the last month

Bird on a Wire Fintech business Swanest has launched a direct-to-consumer robo-adviser it says makes intelligent investing simple and is now looking to build a system for the adviser market. As part of this investment technology platform, the first service consists of a digital portfolio tracker that helps investors create a holistic view of their savings and investments consisting of any stocks, ETFs, mutual funds and cryptocurrencies. In doing so the firm combines what it says is an unprecedented range of financial assets, personalisation capability and user experience to manage portfol...

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 Investment

Infrastructure: A good investment gone bad – and then good again?

Infrastructure: A good investment gone bad – and then good again?

'Infrastructure - a victim of a unique set of circumstances'

Darius McDermott
clock 02 May 2024 • 5 min read
Investment opportunities 'differ by client age group'

Investment opportunities 'differ by client age group'

‘Advisers should consider personal circumstances when it comes to investment’

Isabel Baxter
clock 02 May 2024 • 1 min read
Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 02 May 2024 • 2 min read