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The second quarter's results for the ARC Private Client Indices, ARC Charity Indices and ARC Inheritance Tax Portfolio Indices are now available. The Estimates for July are also now available. Compare your performance to the universe of over 300,000 portfolios.
We are passionate about helping people get the best out of the investment management industry, so we are delighted to have been involved with crunching the numbers and running the analysis for these awards for 11 years in a row. Well done to all the shortlisted managers and of course, the winners!
The Suggestus platform has been awarded the Citywealth Fintech Vendor Gold Award 2021.
Fee QuickCheck provides a starting point for assessing whether your fees are reasonable. With just five pieces of information (currency, exposure to funds, portfolio size, investment service cost and total ongoing cost), Fee QuickCheck reviews your fees and charges versus a peer encompassing the published fee scales of circa 100 discretionary investment managers.