A 24 minute watch
Ian Hart shares his journey from being a Chartered electrical engineer, through the ‘Big Bang’ in the 1980s, towards building Unbiased Financial Group.
The business structure offers a performance-based advice model, a holistic IFA, discretionary portfolio management and a multi-manager fund drawing on AI, brought to market in October 2019.
Self-professed “chartist” Ian talks Sam Shaw through his frustrations about compliance, the FCA’s lack of clarity over DB transfers and the game-changing power of artificial intelligence, and how his fund is using it to navigate the high-yield bond space, targeting 6%-9% p.a with a fixed OCF of 0.98%.
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Damian Davies: The Octo Big Ask
18 April 2020