suitability

Partner Insight

Partner Insight - Managing the risk of suitability

Today's advisers must take account of many more risk factors when analysing suitability such as illiquidity and inflation risk. That requires more transparency around fund process and due diligence

29 May 2019 • 2 min read

Schroder and Victory Hill become first investment trusts to publicly adopt SDR label

02 December 2024 • 2 min read

Baillie Gifford UK Growth trust exits Hargreaves Lansdown over 'management missteps'

29 November 2024 • 3 min read

Generative AI expands into investment processes but fails to replace fund managers

29 November 2024 • 4 min read

St James's Place to wind down £1.8bn property funds amid 'challenging period' for property sector

28 November 2024 • 2 min read

BoE warns of rising sovereign debt impact on UK financial stability

29 November 2024 • 2 min read