The US to UK switch

In this article we give a glimpse of how our modelled probabilities for future real equity returns feed into dynamic asset allocations for the equity component of any Fowler Drew portfolio. This ‘look behind the scenes’ uses the highly-topical example of...

Cost comparisons in wealth management

Cost comparisons for 25 UK wealth management firms submitting data to FT Money in June 2021 imply that, at all portfolio sizes above Fowler Drew’s minimum amount, our annual management fee, plus platform or custody costs, is significantly below the average....