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
Daniel Kiernan, director of Intelligent Partnership, offers a good due diligence process to undertake for assessing esoteric investment opportunities in this article published yesterday in Professional Adviser. In our previous article we highlighted that there is a case for including … Read More
Director of Intelligent Partnership, Dan Kiernan, wrote an article last year outlining the benefits of Gold for agents here. Gold is still viewed as a robust market going forward – particularly with the demand from India and China. Jason Toussaint, Managing … Read More
Daniel Kiernan, director of Intelligent Partnership, explains the case for including some directly held tangible assets in your clients’ portfolios. Many IFAs are concerned about using directly held esoteric or alternative investments in their clients’ portfolios. They are regarded as … Read More
For many introducers, advisors and agents, alternatives are an appealing addition to their product portfolio, but they may be nervous about falling foul of the Financial Services Authority. Daniel Kiernan outlines some of the key issues in this article published … Read More