Dynamic Planner, today announces the appointment of Christophe Ponette as Managing Director for Europe to lead the company’s EU expansion. Christophe was previously the MD of Avaloq, the European Banking and Wealth Technology Provider for Benelux, speaks multiple languages and has over 25 years’ experience working in sales and management positions in European markets including […]

By Sam Liddle, Sales Director, Church House Investment Management As rising inflation continues to grip markets, investors are looking for ways to protect their portfolios against the potentially damaging effects. Whether inflation this time around is a short-term issue or something we all need to get used to the foreseeable future, its effect on cumulative […]

Advisers looking for risk rated investing solutions for their clients, can benefit from the revamped RSMR Responsible Managed Portfolio Service (MPS) now available through Dynamic Planner. The newly launched RSMR Responsible Growth Portfolio means that advisers can now take advantage of four risk profiled portfolios in the RSMR Responsible MPS that is risk rated on […]

Like all of us, we are deeply disturbed by what is happening in Ukraine. While it may not be equal to that, we fully understand your clients will have concerns right now. We want to provide you with reassurance and information below regarding our model and processes, which you can share when speaking with your […]

Dynamic Planner has launched Client Access, a customer focused and interactive technology designed to help advisers drive deeper client engagement and relationships in the new flexible hybrid world of financial advice. Now available to Dynamic Planner users, Dynamic Planner Client Access empowers clients to complete the psychometric risk and sustainability profiling questionnaires remotely, enriching the […]

Dynamic Planner is today trusted by thousands of UK financial advisers, helping them engagingly match their clients with suitable investment portfolios. The award-winning software is constantly evolving to reflect latest regulation and how businesses in the profession work. What is it like helping make that happen, as members of Dynamic Planner’s growing Product, Development and […]

The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Thomas Pegg’s dream of being a commercial […]

By Wayne Bishop, King and Shaxson Asset Management King and Shaxson Asset Management’s sole focus is managing ESG and Impact portfolios. We have been doing so since 2002, long before the terms were first coined. In the years leading up to the pandemic, interest and assets under management in ESG and Impact products had been […]

The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Max Bowser began his career in financial […]

By RSMR Independent research business RSMR has added a new RSMR Responsible Growth portfolio to its Responsible Managed Portfolio Service (MPS). There are now four risk profiled portfolios in the RSMR Responsible MPS in Dynamic Planner – alongside the RSMR Rfolios MPS range of risk profiled portfolios. Stewart Smith, RSMR Head of Managed Portfolio Services, […]

The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Amanda Thorpe is currently Product Owner for […]

“We are on the cusp of a Golden Age for the financial planning industry, with a mixture of demand, regulation and technology providing the backdrop against which financial advice and planning is made more accessible than ever before,” says Ben Goss, CEO Dynamic Planner. Speaking at Dynamic Planner’s 10th Annual Conference, Ben Goss continued: “More […]

By Jim Henning, Head of Investment Services, Dynamic Planner Concerns over the rising pace of inflation have seen interest rates start their gradual climb and the beginning of the end of the great financial experiment by central banks, referred to as quantitative easing. This raises a number of questions for those clients relying on natural […]

By Sam Liddle, Sales Director, Church House Investment Management The absolute return sector has always had its critics and, in the case of several participants in the sector, rightly so. But in a year that looks set to challenge both equity and fixed income markets, could the strategy come back into its own? So far […]

By Sonja Laud, Legal & General Investment Management Even though we’re only a few weeks into the new year, investors have already seen some significant moves in markets. In a special CIO call, we discussed how they might play out. Last week I sat down with Colin Reedie, Head of Active Strategies, and Tim Drayson, […]

Will McIntosh-Whyte, manager of Rathbones’ range of four risk-rated sustainable multi-asset funds, answers questions about why sustainable investing makes sense, what he hopes to achieve with this range and what some of the challenges and opportunities are in managing sustainable multi-asset portfolios. 1. Why is sustainable investing gaining traction? There’s no denying that demand for […]

It’s been difficult to catch up on the news lately without seeing headlines of inflation hitting 30-year highs. But are we heading back to the 1990s? What can be done? And does inflation even matter in financial planning, asks Steph Willcox, Head of Actuarial Implementation at Dynamic Planner? What is inflation? Inflation is the decline […]

by Guy Monson, CIO and Senior Partner, Sarasin & Partners LLP 2021 was a year of unexpectedly strong recoveries. The IMF, for example, in its October 2020 outlook, pencilled in US GDP growth of 3.1% for 2021 – by last quarter that had almost doubled to a red hot 6% (with similar upgrades across much […]