How to Compare DFM Performance: A Framework for UK Advisers
DFM performance comparison for UK advisers: why headline returns mislead, how to test composites and dispersion, and what to record on file.
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Investment strategy, portfolio construction, and market commentary for wealth professionals.
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DFM for High-Net-Worth Clients: What Changes Above GBP 1m
DFM for high-net-worth clients: how UK advisers should set the mandate, control fees and CGT, and test custody and reporting above GBP 1m.
Centralised Investment Management for Advice Firms: In-House or Outsourced?
Centralised investment management for advisers: run portfolios in-house or outsource to a DFM or MPS? Costs, permissions, Consumer Duty and how to decide.
How to Run an Investment Committee in a UK Advice Firm: Charter, Cadence and MI
How UK advice firms should run an investment committee under Consumer Duty: charter, cadence, MI pack, decision rights, and what minutes must record.
DFM Minimum Investment Levels: A UK Adviser's Guide for 2026
DFM minimum investment levels for UK advisers in 2026: MPS, bespoke, and segregated mandate thresholds, why they exist, and how to use them in segmentation.
Tapered Annual Allowance: Pension Planning for HNW Clients in 2026/27
The tapered annual allowance can cut HNW pension funding to GBP 10,000. Here is how UK wealth advisers should plan in 2026/27 to avoid surprise tax charges.
Bespoke Portfolio Management for HNW Clients: When It Earns Its Fee
When bespoke portfolio management beats MPS for UK HNW clients. Suitability triggers, real fee maths, due diligence questions and Consumer Duty notes.
General Investment Accounts for HNW Clients: A UK Adviser's Guide for 2026/27
How UK wealth advisers should use General Investment Accounts for HNW clients in 2026/27: CGT, dividend, and savings allowances, plus DFM and asset location.
AIM Portfolios and the New GBP 1m IHT Cap: What UK Wealth Advisers Need to Know in 2026/27
From 6 April 2026, AIM shares qualifying for BPR drop to 50 percent relief and a GBP 1m IHT cap applies. What UK wealth advisers need to know in 2026/27.