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Citywire and Quilter Cheviot investigate how much more it costs for bespoke investment management in comparison to buying directly from a platform.

Investment insights

The FTSE 100 is called to open 35 points lower at 6767.U.S. and European equity futures, most Asian stocks and Treasury yields retreated Friday as investors scrutinized President-elect Joe Biden’s much-anticipated $1.9 trillion Covid-19 relief plan. The dollar pushed higher.
Global equities returned nearly 5% in December, making a Q4 total of 15% in local currency terms. However, for UK based investors, sterling’s appreciation to $1.37 on dollar weakness and the Brexit trade deal reduced this to 9%.
Marking the Diary’s seventh anniversary, it is pleasing to report news of a good start to the year despite Washington events in addition to thoughts on how to balance first half threats with second half optimism and what to make of Brexit.

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INSIGHTS

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Quilter Cheviot has built a rich history over the past 250 years that has helped shape us as a company. The world is almost unrecognisable from when the company was first founded, so what has changed?
Investment insights
The FTSE 100 is called to open 35 points lower at 6767.U.S. and European equity futures, most Asian stocks and Treasury yields retreated Friday as investors scrutinized President-elect Joe Biden’s much-anticipated $1.9 trillion Covid-19 relief plan. The dollar pushed higher.
Investment insights
Global equities returned nearly 5% in December, making a Q4 total of 15% in local currency terms. However, for UK based investors, sterling’s appreciation to $1.37 on dollar weakness and the Brexit trade deal reduced this to 9%.
All insights
Global equity markets had a significantly positive start to 2021, including the US which stole the headlines given the Democrats’ win of the two available Senate seats and the dramatic events that followed.
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