AiR: Purpose Built Student Property

As a follow up to our acclaimed industry report, Intelligent Partnership is pleased to provide the first deep-dive report on Purpose Built Student Property – the first in a series of AiReports on specific investment sectors accredited by the CII and … Read More

PS13/3 Restrictions on the promotion of UCIS

On the 4th June the FCA issues it’s policy paper on the Unregulated Collective Investment Schemes (UCIS). This policy is based upon the FSA’s consultation paper CP12/19 which was released in August 2012. PS13/3 is the culmination of this process … Read More

Is your house a UCIS?

It probably has a very high concentration in your portfolio. It is illiquid and could take months to sell. It is hard to value (and indeed it requires a specialist to properly value it) The purchase/sale is not regulated by … Read More

Take Risks While You’re Young Enough!

I had an interesting and surprising conversation with a couple of advisers at today’s Vanguard investment symposium They all said that younger clients (roughly under 35)  are very risk adverse (we speculated that this was down to the 2008 crash). … Read More

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