Abhi Chatterjee, New Head of Asset and Risk Modelling
NewsVideo
November 26, 2018

MiFID-II Friendly Suitability Reports

Dynamic Planner Proposition Director Chris Jones has been busy out on the road, engaging with…
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Abhi Chatterjee, New Head of Asset and Risk Modelling
Press Release
November 22, 2018

Funds That Could Revolutionise Investment

Advisers are increasingly recommending Risk Target Managed (RTM) solutions, with latest figures from Dynamic Planner…
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Abhi Chatterjee, New Head of Asset and Risk Modelling
NewsOpinion
November 15, 2018

Investor to Investment, no Matter What Your Tool

The fundamental definition of risk being lost in translation in the investment process remains very…
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Abhi Chatterjee, New Head of Asset and Risk Modelling
NewsPress Release
October 25, 2018

Details for 2019 Annual Conference

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, is to…
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Abhi Chatterjee, New Head of Asset and Risk Modelling
NewsPress Release
October 18, 2018

Analysis at Fingertips of Advice Firms

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended…
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Abhi Chatterjee, New Head of Asset and Risk Modelling
NewsService
October 18, 2018

Dynamic Planner Extend Asset Classes to 49 to Provide Precision Risk Analysis

Today we are releasing some powerful changes to Dynamic Planner’s Asset and Risk Model. We…
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Abhi Chatterjee, New Head of Asset and Risk Modelling
Opinion
October 15, 2018

Why recommend Risk Target Managed investments for clients?

Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing…
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Abhi Chatterjee, New Head of Asset and Risk Modelling
News
October 11, 2018

Wealth Portfolios One-Year Milestone

The 7IM Dynamic Planner Wealth Portfolios fund range celebrated its first anniversary this week. Over…
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Abhi Chatterjee, New Head of Asset and Risk Modelling
NewsPress Release
October 4, 2018

Boosting International Expertise of Investment Committee

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has boosted…
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