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Cofunds merger with Aegon – your questions answered image

Cofunds merger with Aegon – your questions answered

As many of our clients will know, in common with most advisory firms, Ethical Futures tends to make use of investment platforms to manage our clients investments.

An investment platform, sometimes known as a wrap or fund supermarket, is simply an administration service to help simplify the management of investment funds and keep them all in one place. This type of service allows us to hold…

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What’s in a name? image

What’s in a name?

The merry go round of investment company ownership continues apace. We recognise that this can be unsettling for clients, so we shall try to update you on the most recent changes and our thoughts about what this means for you as investors. In most cases, it is simply a matter of company brand vanity and ‘rebadging’ with the new owners name but in other instances – there are likely to be more material outcomes and we will continue to monitor these situations.

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