Investment platform Cofunds has recently featured Dewhurst Torevell as a case study; demonstrating how the wealth manager is using technology to administer fund and pension business for clients. Platforms are internet-based services used by intermediaries (and sometimes clients) to view and… Read More…

Following on from our work with Legal & General on the design of their Qualifying Investment Plan, we were asked to discuss how these plans fit into portfolio planning for high net worth clients. See below for the interview between… Read More…

Following recent market volatility Alan Torevell as company Chairman has provided some comments on the state of markets and the importance of looking through short term movements when investing for longer term. “Whilst clients can often be barraged by a… Read More…