Investment Adviser – 6th October 2014

written by Lucie Osman on October 6, 2014 in Press Coverage with no comments

Investment Adviser

There are many similarities between a multi-asset open-ended fund that invests using other Oeics and a model portfolio that uses similar underlying holdings. .

In both cases the investment manager will have the discretion to buy and sell holdings in accordance with the agreed mandate. There are key differences, however, and making the right choice can add value for a client.

Read the full article here