Funds

Time to revisit small caps

Launched in a blaze of publicity last February, Old Mutual Wealth (OMW) set out its WealthSelect proposition as a rival to traditional discretionary fund management services.

Nick Greenwood, manager of the Miton Worldwide Growth investment trust, discusses a little-heralded UK equity fund that could prosper this year.

The overhaul of the British Assets trust may have caused an unusual discount narrowing on the £2.6bn Foreign & Colonial trust, according to analysts.

Aviva head of platform Tim Orton says a D2C self-service proposition is "still on the cards" for the firm but ongoing regulatory guidance is delaying advisers' potential use of the offering.

Capacity crunch for platforms?

The smart beta challenge

The Financial Conduct Authority has ruled out conducting a study into competition in the platform market - despite industry concerns - but is planning closer scrutiny of fund groups.

Assets under administration at Standard Life's wrap platform rose by 26% last year to move above £20bn for the first time, the firm has said.

Despite having a 20-year plus history, EIS, VCT, and BPR vehicles are still avoided by some investors - despite them being strong alternatives to the traditional pension investments currently on offer says Jack Rose, business development director for...