Richard Caldicott: ‘It’s client first, every time’
Hargreaves Lansdown’s financial advice & guidance director on making finance and investment more accessible, inclusive and engaging for clients
Hargreaves Lansdown’s financial advice & guidance director on making finance and investment more accessible, inclusive and engaging for clients
Ratings agency highlighted governance as a weakness compared to ‘AAA’ peers
As Nick Train’s trust hugged its FTSE All-Share benchmark during H1
As clients placed greater focus on maximising Isa and Sipp allowances before the deadline
Current ‘premium’ and ‘standard’ listing segments to be replaced by a single category
Investment platform market becoming increasingly competitive
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
Charlie Huggins will take sole responsibility for the global offering
After a second set of manager changes in less than three years
Key events for UK wealth managers for the week starting 27 February
It has been labelled a good diversifier compared to other growth-focused European strategies
It could represent a ‘low-cost starting point for a portfolio aiming to deliver long-term growth in a responsible way’