the lang cat heatmap
Budget 11 March
First re-platforming phase
Following 2019 acquisition
Share price spikes
For any pension scheme
Appointed Representative of firm Quilter since acquired
Invested with Berkeley Burke
Helen Bradshaw of Quilter Investors explains how and why she built two new risk-targeted multi-asset income portfolios
'Leave no stone unturned'
To earn attractive levels of income in recent years, many investors and their advisers have felt obliged to take bigger risks. We spoke to Helen Bradshaw of Quilter Investors about the importance of improving income diversification.
Helen Bradshaw of Quilter Investors says those looking for sustainable income must look closely at how that income is generated.
'Easy to point to poor practice'
Property was never built
'Importance of financial advice'
Smoother streams of more sustainable incomes are the way forward.
Advisers need to target more risk-transparent incomes
Migrate 10% of assets first
'Quilter an advice-led business'
Income investments need to be more sustainable and risk transparent.
5,537 investigations opened in 2018/19
Caerus brand replaced