Invesco Podcast: Trends within UK Investment Advice – A Lang Cat Perspective

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  • 39 mins 51 secs

Learning: Unstructured

In the latest Invesco Podcast Ben Gutteridge, Director of Model Portfolio Services, speaks to Mark Polson, Founder and Principal of the Lang Cat, a specialist platforms, pensions and investment consultancy.

In a fascinating conversation, Mark shares his considered views on the major trends impacting the UK investment advice industry. Topics covered include the forces impacting the adviser-client relationship, the evolution of fees across the value chain, the operational impact of CoVid and a teaser on the Lang Cat’s most recent White Paper on ESG. 

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.

This video is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.

Issued by Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.

Channel: Invesco


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