MANAGED PORTFOLIO INDICES A STEP Member Service

A guide for Trustees Setting long term investment objectives has always been a difficult task and none more so than when acting as a trustee, especially when there can often be multiple beneficiaries with…

We are delighted to welcome Canaccord as the latest contributing manager to MPI, the STEP Member Service. Canaccord Genuity Wealth Management is part of the Canaccord Genuity Group Inc. a publicly traded company on the…

The growth in ESG compliant funds appears to be inexorable. However, as we’ve mentioned before1, ESG labelling continues to be problematic for two main reasons. Firstly, due to the inconsistent definition and application of…

The MPI Summary Reports for September 2021 are now available to download. These reports contain the latest estimates on how client portfolios are likely to have performed over the previous month. To obtain your…

A thematic review conducted by the Guernsey Financial Services Commission showed that fewer than half of trust firms were setting basic objectives for their trusts. This is perhaps not a surprise as documenting the…

The MPI Performance Reports for Q2 2021 are now available online for you to view and download. To obtain your copy please click the button below. Investment Managers Survey Over the period, portfolio activity was much…

We are delighted to welcome Berenberg as the latest contributing manager to MPI, the STEP Member Service. Berenberg was established in 1590 and is one of Europe's leading privately owned banks offering Wealth and…

Owning an asset directly is not always achievable or in line with your overall investment objective. Henry Birt uses the current Bitcoin rally to explore how else investors might join the bandwagon. Bitcoin’s meteoric…