It would be helpful to advisers and their clients if funds and model portfolios had some sort of common risk-grading system but, as Graham Bentley points out, we are currently a long way away from that being the case
What do you call your model portfolios? Do you use subjective human behaviours such as ‘Cautious', ‘Balanced', ‘Aggressive' … ‘Psychopathic'? Or do you prefer a zoomorphic approach, perhaps using degrees...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019