Alternative Outlook

Daniel Kiernan, director of Intelligent Partnership, explains the case for including some directly held tangible assets in your clients’ portfolios.

Many IFAs are concerned about using directly held esoteric or alternative investments in their clients’ portfolios. They are regarded as unconventional and the investment structures are often not regulated and their promotion may be outside the scope of the FSA.

However, a case can be made for recommending esoteric investments if we look closer at two of the key assumptions con…

There has been a marked increase in consumers choosing to purchase alternative investments with their SIPPs over the last three years. With an average SIPP size of £70 – £80,000 and over 800,000 SIPPs out there (and the number is growing at 20 – 30 percent per annum) this represents a significant new and enticing market for advisers.

The flow of dreadful macro-economic news since the crash of 2008 has shaken consumers’ faith in traditional stock market based investments and investors are now increasingly considering putting their weal…

There has been a marked increase in consumers choosing to purchase alternative investments with their SIPPs over the last three years. With an average SIPP size of £70 – £80,000 and over 800,000 SIPPs out there (and the number is growing at 20 – 30 percent per annum) this represents a significant new and enticing market for advisers.  Dan Kiernan of Intelligent Partnership examines the phenomenon and takes a look at some of the reasons behind the growth of alternatives within SIPPs.

The flow of dreadful macro-economic news since the crash…