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How do you demonstrate to clients that you are making the best decisions on their behalf?
Amina Dione
20 August 2019
How do you demonstrate to clients that you are making the best decisions on their behalf?

Whether you build portfolios or use third party models, the Dynamic Portfolio Tool (DPT) on FE Analytics can evaluate and display the historic performance of a portfolio and mark key switch points.

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The UK’s fastest growing DFM on platform now available on 7IM
Arianna Beech
06 August 2019
The UK’s fastest growing DFM on platform now available on 7IM

Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.

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Are active managers pulling their weight?
Charles Younes
30 April 2019
Are active managers pulling their weight?

Financial experts have long debated whether investors should go down the active or the passive route when it comes to selecting their investments.

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MiFID II, EMT and target market
Mikkel Bates
09 April 2019
MiFID II, EMT and target market

It goes without saying that investments should only be recommended to, or included in discretionary portfolios of, clients whose needs, characteristics and objectives they meet.

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