Investing For Income

Last month we launched a new multi-asset income sub-fund within the Momentum Harmony Portfolios, our Luxembourg UCITS fund range. We've seen strong demand for this strategy which reflects the low interest rate environment but also a general lack of investment options that deliver a reasonable level of income with only a modest level of risk.

Andrew Hardy, CFA


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We are officially a proud member of STEP,

the global professional association for those advising families across generations. STEP promotes education and high professional standards among their members, and seek to improve public understanding of the issues faced by families.