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Author profile

David Osan

Articles by David Osan

Multi-Asset

Diversification delivers

INDUSTRY VOICE: Royal London's Governed Portfolios have reached their ten-year milestone. Lorna Blyth, Head of Investment Solutions, reflects on how diversification can deliver.

clock 05 February 2019 • 3 min read

Regulation

Can the financial services sector create good outcomes for women as both employees and customers?

INDUSTRY VOICE: How can the financial services sector create good outcomes for women as both employees and customers? This was the question posed by Quilter's corporate affairs director Jane Goodland to four panellists at TISA's annual conference this...

clock 13 December 2018 • 3 min read

Adviser tips

Paul Armson: How an outburst changed my perspective on money

INDUSTRY VOICE: Vanguard's Adviser Stories are a series exploring adviser-client relationships.

clock 27 November 2018 • 1 min read

Equities

Why we're defensive in this market environment

INDUSTRY VOICE: For over a year Morningstar Investment Management has been moving to more defensive positions in its multi-asset portfolios, both across asset classes and within them. Here's an explanation as to why.

clock 17 October 2018 • 4 min read

Partner Insight

Improving client outcomes

PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship

clock 16 October 2018 • 2 min read

People

Why financial advice needs more women advisers

INDUSTRY VOICE: The advice gap in the UK cannot be understated. There are just 25,000 advisers to cover the entire adult population of the UK, meaning advisers are outnumbered six to one by lawyers and 12 to one by accountants

clock 08 October 2018 • 2 min read

Adviser tips

What are the 5 types of advised investor?

INDUSTRY VOICE: Knowing how investors select advisers is key to better understanding your clients. We identified five profiles of common client types who tend to share important traits. Our findings suggest how you can deepen your relationships with...

clock 27 September 2018 • 1 min read

Partner Insight

How much do you need for a comfortable retirement?

PARTNER INSIGHT: We are all living longer according to the Office for National Statistics - how can we effectively plan for our financial futures

clock 10 August 2018 • 2 min read

Partner Insight

The benefits of diversification

PARTNER INSIGHT: Many investors know that it rarely makes sense to have all their 'eggs in one basket.' That is why some investors choose to diversify. Jaime Arguello, chief investment officer of multi-manager Architas, explains why

clock 08 August 2018 • 2 min read

Partner Insight

In conversation with advisers: How has the outsourcing model changed over time?

PARTNER INSIGHT: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'

clock 27 June 2018 • 1 min read
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