Elston supports UK financial advisers CIP/CRP/MPS
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Asset Allocation Research for UK Advisers

INVESTMENT TRUST COST DISCLOSURES

31/5/2024

 
In this article, Baroness Ros Altmann responds to Henry Cobbe's challenge on Investment Trust cost disclosure reform and  sets out the alternative view of the campaign group in the cost disclosure debate.


DESERT ISLAND FUND PICKS

30/5/2024

 
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Our head of fund research, Jackie Qiao, shares her desert island fund picks with Citywire.
Read in full

Cost disclosure reforms would be a backwards step for transparency

29/5/2024

 
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Removing look-through fee reporting for all products in a fund of funds would make it harder to understand the fee-drag on an investment.​
Read the full article in Citywire

Wealth managers expect bond market to shrug off election outcomes

28/5/2024

 
For Hoshang Daroga's comments on this, please see the full article FT Adviser.

DELIVERING RETIREMENT INCOME ADVICE

24/5/2024

 
Following the publication of the FCA TR24/1 Thematic Review on Retirement Income Advice, there's renewed focus on Retirement solutions.  That's great news - we've been focused on Retirement Investing since 2012 and led our #RethinkingRetirement campaign in 2015.  We continue to innovate for our clients - the Advisers we support.

In June, we are running a series of webinars focused on retirement investing.  More details are below.

For UK Advisers: to sort your CRP and find out about the Elston Portfolio Management Retirement Income MPS launched >3 years ago in March 2021, please arrange for a consultation.

CPD Webinars on Retirement Income Advice & Solutions
1. Wed 5-Jun-24 1030am: FCA Thematic Review on Retirement Income Advice
Key findings, and what advisers and policy owners should do next

2. Wed 12-Jun-24 1030am:"Flex first, fix later": exploring the future of retirement income with Sir Steve Webb
An annuity too early could be poor value.

3. Wed 19-Jun-24 1030am: Assessing suitability in retirement
Different challenge, different questions.

4. Wed 26-Jun-24 1030am: Retirement Investing (Introduction)
Different objectives and different risks requires a different approach.

5. Read our research and Insights on Retirement Investing going back to... 2012!

Times above or register to access replay. All webinars are 1h CISI endorsed CPD (1.5h CPD with online test)

UK elections: outlook for gilts and sterling

22/5/2024

 
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[5 min read, as pdf]
  • UK elections have no impact on global equity markets
  • UK economic outlook impacts UK mid- and small-caps
  • Change of Government could impact outlook for Gilts and Sterling
Read in full

Elston Consulting Becomes Principal Sponsor of Clydesdale Cricket Club

16/5/2024

 
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Henry Cobbe & Bill McCracken confirming the sponsorship
Elston Consulting is excited to support Clydesdale Cricket Club as the new principal sponsor. We’re building on the great work of Prosperity Financial Solutions, who have been a valued supporter of the club for many years.

Henry Cobbe, Founder and Head of Research at Elston Consulting, shared his perspective:
“Team sports play an essential role in personal development, both individually and within a group. We are proud to support Clydesdale Cricket Club and wish all their teams the very best for the season ahead.”

Ali Bleach, President of Clydesdale Cricket Club:
“We are delighted to welcome Elston on board as Club Sponsor and as sponsor of the Clydesdale Cricket Club 1st XI and look forward to welcoming them again to our grounds in Pollokshields.”

Scott Adams, Head of Adviser Relations at Elston Consulting:
“We look forward to supporting the development of Clydesdale Cricket Club as part of this multi-year agreement and will be there to support their upcoming fixtures.”

This agreement makes Elston the principal Club Sponsor as well as the official sponsor of the Clydesdale Cricket Club 1st XI. Based in Pollokshields, Glasgow, Clydesdale Cricket Club has been a cornerstone of Scottish cricket since 1848. With over 130 cricket clubs in Scotland, the sport offers a wide range of opportunities for men, women, and junior players to compete at various levels, engage in social activities, and build connections within their communities.

About Elston Consulting

Founded in 2012, Elston Consulting is an independent investment consulting firm supporting UK Financial Advisers. The firm provides in-depth research, analytics, and insights for investment committees across wealth management and financial advisory firms. Elston specialises in designing custom multi-asset investment solutions, including Portfolios, Funds, and Indices, to meet the needs of investors.
​
Connect with Us

Clydesdale Cricket Club
  • Facebook: Clydesdale Cricket Club
  • Twitter (X): @dalecricket

Elston Consulting
  • Linkedin: Elston Consulting
  • Facebook: Elston Consulting
  • Twitter (X): @elstonsolutions
  • Instagram: @elstonsolutions

​We look forward to a successful partnership and an exciting cricket season ahead!

UK Equity Income monthly commentary APRIL 2024

2/5/2024

 
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Find out more about the Elston Smart-Beta UK Dividend Index (ticker: ELSUKI)
​

For latest UK Equity Income index factsheet click here

Read More

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 Elston Consulting Limited (Company Registration Number 07125478) is registered in
England & Wales, Registered address:  1 King William Street, London EC4N 7AF
  • WHO WE ARE
    • About
    • Our Journey
    • What Our Clients Say
  • WHAT WE DO
    • Elston Portfolios >
      • Our Portfolios
      • Adaptive Portfolios
      • Retirement Portfolios
      • Sustainable Portfolios
      • Smoothed Portfolios
      • All Weather Portfolio UK
      • Money Market Portfolio
    • Custom Portfolios >
      • Custom Portfolios
    • MINERVA
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      • Avastra Portfolios
      • Onshore Bonds
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    • Adviser Support >
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    • Fund Solutions >
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