Abraham Okusanya 14 Jan 2022

Investment Non-Outlook for 2022

This time of the year, the asset management industry dusts off its crystal ball and issues an ‘investment outlook’ for the year ahead. The only thing you need to know about these futile attempts at financial clairvoyance is that they aren’t worth the paper they are written on.

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Hana Dickinson
16 Jun 2021

Rebalancing: Why the drift approach?

Anything that can help control investment risk is an awesome thing. That's why portfolio rebalancing is a best practice must-have. Let's look at how a rebalancing strategy can help reduce risk and ensure your clients' investments remain aligned with their overall financial plan.
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ROBIN POWELL
09 Jun 2021

Why you should avoid investment themes

Investment themes are all the rage. Pick up any investment magazine or the money section of a Sunday newspaper and you’ll see what I mean. Robotics, artificial intelligence, infrastructure, healthcare and plant-based food are some of today’s “hot” themes. It’s anyone’s guess what subjects fund industry marketers will be writing about in a few years’ time.
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Brett Davidson
01 Jun 2021

A Flat Fee Discretionary Investment Service - what a good idea

I get asked all the time about technology options for financial planners. We all know how important it is to get the right technology at the heart of your business, but it’s no walk in the park. Some advisers I talk to yearn for the US tech that they see written about in blogs and articles online. However, I don’t believe we’ll ever see much of it coming to the UK.
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Hana Dickinson
27 May 2021

Don’t complain. Compete.

In this blog, our CEO, Abraham Okusanya, explains why his philosophy of competing rather than complaining has netted Betafolio an incredible £250m in assets in just over a year. And you won’t believe what we’re doing next…!
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