Spotlight on… Ash Weston

Describe your position and what a typical day looks like for you.   I am the head of portfolio operations at 8AM. My role predominantly involves the successful mechanical operation of the model portfolios on fund platforms, keeping everything running correctly and working closely with our adviser partners on analysis and commentary.   I am…

Adviser Guide – How (to) PROD

How (to) PROD PROD has been met with much resentment from financial planners who believe they are already doing it. However, as is so often with financial regulation, it is not the doing that matters, it is the documenting of the doing. Remember to write everything down at every stage; your client fact-find and decision-making…

Clever MPS turns three!

Tops performance v cost comparisons as FUM doubles in last six months  105 IFA firms using Clever solutions​, 48 using CleverMPS CleverMPS assets have doubled over last six months 1,800 investor accounts using CleverMPS (including joint accounts) £1.7 billion FUM across all Clever solutions, £406.7 million in CleverMPS We recently released peer group analysis of…

Are you a ‘prisoner of indecision’?

It’s ‘time to stop the timing’, escape the prison of indecision & reap the benefits of pound cost averaging. While investment markets fluctuate wildly, almost on a daily basis, and doom and gloom pervades the news, it’s understandable why new investors, as well as existing ones about to top up their portfolios, feel nervous about…

Spotlight on… Portfolio Management

Spotlight on… Portfolio Management With Anthony Walters, Co-Portfolio Manager & Quant Analyst   Could you give us a little background about yourself and how you came to be at Clever? I’ve spent my entire career in finance. From the age of 18 I was in credit lending with MBNA and I worked my way around…

CleverMPS and ATEB connect on suitability

CleverMPS and ATEB connect on suitabilityCleverMPS is the first model portfolio service to integrate with ATEB Suitability as part of ATEB’s recently upgraded service.   The new Clever content integration provides the ability to draw through appropriate descriptive text for each of the CleverMPS portfolios when recommended via ATEB’s Investment Strategy Recommendation page as well…

The emotions behind investing

I’m an investor. Get me out of here!As individuals, we each have a unique approach to investing. Yet many of us are unaware of how our behaviour and our biases can affect our financial goals. In times of distress, we can all too easily let our emotions get the better of us, allowing impulse to…