Kick-start your client comms plan in 2019

Kick-start your client comms plan in 2019

In a world of volatile markets and fast-moving technological development, communication is key. The start of the new year presents both advisers and discretionary fund managers (DFMs) with a prime opportunity to review the way they communicate with their clients – and...
Don’t let 10% letters blow you off course

Don’t let 10% letters blow you off course

It was a brutal year filled with ups and a whole lot of downs. Multi-asset portfolio funds manager David Coombs explains how the team is facing 2019. Many of us will feel a bit fatigued after 2018. Most asset classes fell to varying degrees and we saw the painful...