Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.
Business theme
rim
URL section
wealth-management
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.
Kirstie McKeown
Senior Financial Planning Director
Michal Hall
Paraplanner
Harvey Startup
Trainee Portfolio Manager
Ben Griffiths
Investment director