Betafolio crosses £100m client assets

Last week we held a mastermind discussion with some of our most ideal clients – high quality financial planners who are focussed on supporting their clients through coaching and planning. The topic for the day was adviser charges – what are fair rates for advisers and clients, are ad valorem fees becoming outdated, are fixed fees the way forward?....Unsurprisingly there were many differences of opinion on the answers to these questions, but the one element over which there was no dispute is that, regardless of how they pay, all clients really care about is the value they receive. Perception of value is the key factor for achieving client satisfaction.

The Betafolio ESG range is positioned to place more emphasis on companies that are adhering to higher sustainability standards while maintaining our low cost, buy-and-hold and globally diversified approach that has been demonstrated to serve investors well in the long term. The portfolios range from 0% to 100% equity allocation, with a typical OCF of 0.22%.

Home bias refers to the tendency for investors to cluster their holdings in domestic markets.

“In theory, there is no difference between theory and practice. In practice there is”