Investment Watch: Matt Morris's verdicts on recent developments

‘Promising lead’ or ‘Back to the lab’?

clock • 3 min read

Professional Adviser's investment detective Matt Morris delivers his verdict on five developments in the investment and pensions arenas that have caught his eye over the last month

The Intruder HSBC has launched an online advised service, My Investments, targeted at clients with investable assets of £1,000 at an initial charge of 0.5% followed by fees of up to 0.46%. It is intended to appeal to those who may not have used a wealth management service before and will recommend one of five HSBC Global Strategy funds - Cautious, Conservative, Balanced, Dynamic and Adventurous. It is designed to complement HSBC's current telephone and face-to-face wealth service and seems unlikely to prove a threat to financial planning as the types of questions they can answer are not c...

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