Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.

Alexandra Jackson
Fund manager
Rise in personal wealth actively managed by financial advisers gathers pace
Rathbones found that due to an ageing population, every adviser surveyed has seen rising interest in active, bespoke investment services since 2023.

Kirstie McKeown
Senior Financial Planning Director

Michal Hall
Paraplanner

Harvey Startup
Trainee Portfolio Manager

Ben Griffiths
Investment director