dfms bank a strong close to 2012
The latest performance estimates from Asset Risk Consultants (ARC) show a comfortable final quarter of 2012 for discretionary managers, with positive returns across each risk band.
The latest performance estimates from Asset Risk Consultants (ARC) show a comfortable final quarter of 2012 for discretionary managers, with positive returns across each risk band.
While the demand for such services is increasing hugely, and despite the work done by a whole host of companies who monitor discretionary wealth managers – investment and overall propositions – a meaningful comparison is still far too difficult to come by.
Asset Risk Consultants’ latest year-end estimates show its Private Client Indices returning negative figures across the board.
Alan Orchard is to leave Asset Risk Consultants at the end of this year after just a few months with the firm.
According to Asset Risk Cosnutlants, private client portfolios lost more money in Q3 2011 than in any other quarter since its records began.
The ARC Private Client Indices show Q2 portfolios across the risk spectrum staying just positive.
A league table of wealth managers must be published to allow genuine peer group comparative analysis
Cautious portfolios have led the way so far in 2011, according to the ARC Private Client Indices.