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Jupiter Merlin Income Portfolio

Citywire Selection verdict: This relatively cautious fund aims to achieve high income with capital growth by investing across the asset class spectrum. It currently has prominent stakes in a basket of UK blue chip equity funds, Asian equities and gold as well as a third in a diverse range of fixed income funds. Their healthy balance has kept this fund on top of its peer group over the long term and their moves are closely watched by the investment community. This is towards the most defensive end of mixed asset investments for a sterling investor.

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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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