Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.
Paul Kerr
Financial Planning Director
Business theme
rim
URL section
wealth-management
Michelle White
Head of Private Office
Kira Varma
Investment Manager
Ed Walker
Head of South Distribution
Aidan Edgerton
Financial planner
Alexandra Jackson
Fund manager
17 July 2025
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.