by Tony Catt | Mar 30, 2024 | Catt's Eye View - Historic .PDF, Managed Portfolio Services Reports
Managed Portfolio Services Report 2023 October 2023 This report is the fourth in the series of reports revisiting the world of Managed Portfolio Services following the reports from 2020,2021and 2022. The report has been commissioned by IFA/GBI/DFM Wealth...
by Tony Catt | Feb 23, 2024 | Catt's Eye View - Historic .PDF, Managed Portfolio Services Reports
Managed Portfolio Services Report 2022 October 2022 This report is the third in the series of reports revisiting the world of Managed Portfolio Services following the reports from 2020 and 2021. The report has been commissioned by IFA/GBI/DFM Wealth Magazine...
by Tony Catt | Sep 25, 2024 | Catt's Eye View - Historic .PDF, Platform Research Reports
Platform Research Report August 2024 This report is produced as a due diligence resource for IFA firms to give them whole of market information. This report has been produced as a due diligence resource for my IFA firm clients to provide whole of market...
by Tony Catt | Feb 23, 2024 | Catt's Eye View - Historic .PDF, Platform Research Reports
Platform Research Report May 2023 This report is produced as a due diligence resource for IFA firms to give them whole of market information. This report has been produced as a due diligence resource for my IFA firm clients to provide whole of market research...
by Tony Catt | Aug 31, 2022 | Catt's Eye View - Historic .PDF, Platform Research Reports
Platform Research Report September 2022 This report is produced as a due diligence resource for IFA firms to give them whole of market information. This report has been produced as a due diligence resource for my IFA firm clients to provide whole of market...
by Tony Catt | Jul 2, 2022 | Catt's Eye View - Historic .PDF, Financial Services - Reports
ESG Sustainable Investment Report October 2021 This is the ESG Sustainable Investment report commissioned by IFA/GBI Magazines and published in October 2021. This report has been commissioned by IFA/GBI Magazine to outline ESG Sustainable Investments as an...