Investment
The $18trn pool of untapped wealth
Disregarded, unadvised and ignored; the 496 million people firms are overlooking
Time needed to assess multi-asset funds after poor 2018
Natixis IM survey found the strategy fell short and failed to diversify, adding to portfolio losses
Financial ombudsman reports surge in Sipp enquiries
Also increase in portfolio management cases and referrals between October and December 18
ESG returns spark to infrastructure-focused funds
Companies from the sector tend to have ‘far more steady cash flows’ which can be ‘attractive for portfolios’
Fraud centre reveals ‘shocking’ £197m losses for victims
Chameleon-like scammers are ‘adept at changing to present themselves as the genuine article’
