Adviser use of multi-managers soars

May 2012
Fund Strategy;5/21/2012, p1
Trade Publication
The article focuses on the popularity of multi-manager funds by financial advisers in Great Britain. It mentions that multi-manager funds are used for client investment strategies. It mentions that the HM Revenue & Customs can exempt the transactional fees on discretionary fund manager services. It mentions that 23.9 percent of clients are managed by fund-picking strategy.


Related Articles

  • Linda Smith Tax-efficient advice.  // Money Marketing;5/17/2012, p52 

    The article focuses on the guidance on application of value-added tax (VAT) relating to intermediary services and the retail distribution review (RDR) that the Her Majesty's Revenue and Customs (HMRC) has published. It offers information on the expected steps of engagement that an adviser will...

  • Brown Advisory launches mutual funds in UK. Macdonald, Sam // Fundweb;9/4/2013, p5 

    The article reports that Great Britain HM Revenue and Custom (HMRC) has approved the launch of mutual funds on the British offshore reporting regime.

  • Addleshaws vows: no more drudge work for associates.  // Fund Strategy (Online Edition);2/7/2011, p1 

    The article reports on the move of Addleshaw Goddard LLP to roll out a firmwide process of unbundling its chargeable work. It notes that the decision is part of the effort to free associates from routine assignments and develop their relationship-building skills. It adds that getting to...

  • Going Abroad for Opportunities. WELSCH, ANDREW // Bank Investment Consultant;Jan/Feb2015, Vol. 23 Issue 1, p26 

    The article reports that financial advisors in the U.S. are allocating more of their clients' assets to non-U.S. equities. Topics discussed include foreign equities representing a buying opportunity for advisors, views of an advisor stating that clients are unwilling to invest further in global...

  • Alternatives Ain't for Everyone. Lutschaunig, Art // On Wall Street;Feb2006, Vol. 16 Issue 2, p76 

    The article considers the tax and diversification problems associated with separate accounts and hedge funds in the U.S. These alternative investments are appropriate for those true high-net-worth clients if applied correctly. Yet, there are tradeoffs that investors must consider. First, the...

  • Drawing Inferences.  // On Wall Street;Jul2003, Vol. 13 Issue 7, p88 

    Interviews Gail A. Eisenkraft, managing partner of consulting firm Inferential Focus, on issues related to mutual funds. Remarks to mutual fund leaders; Comment on market conditions; Components of sustainability; Advice to financial advisors on how to reconnect with clients.

  • Are You the Player or the Coach for Your Client's Investment Team? Hamman, Noah // Investment Advisor;Jan2014, Vol. 34 Issue 1, p18 

    The articles discusses how exchange-traded funds (ETFs) have changed the nature of the relationship between investment advisors and their clients. Topics mentioned include the history of the mutual fund industry, how advisors can opt for different investment strategies that suit them better, and...

  • Client Relationships Should Be the Focus in the Financial Planner's Changing World of Compensation. Spatafore, Anthony R. // Journal of Financial Planning;Aug1998, Vol. 11 Issue 4, p113 

    This article presents the author's opinion on the importance of client-relationship building to financial planners. The concept of personal financial planning was developed entirely to further client relationships. When a financial planner understands the client's goals, objectives and financial...

  • BROKER 'Talkback'  // Money Marketing;7/14/2005, p30 

    The article presents comments of various executives from the financial services industry on up-front charges of 7.5 per cent for unit trusts. According to Malcolm Fish of High Grove Investments, these charges have got to be paid for in some way and will probably mean a higher back-end charge for...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics