How Columbia Threadneedle Investments delivers active investing at low cost

Loading player...
How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds.

Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal range may hit the spot.

The value of investments and income from them can go down as well as up and investors may get back less than the original amount invested. The views and opinions expressed by the individual contributors of this podcast do not necessarily represent those of Columbia Threadneedle Investments.
22 Jan English United Kingdom Business · Investing

Other recent episodes

Meet the CIO: Will Geffen, Wise Investments

Citywire’s profile series talking to advice investors switched up its medium this week. Geffen spoke about the overlooked opportunity presented by asset-backed securities, why he isn’t giving up on healthcare, and why crypto was the best investment decision of his life.
22 Jul 31 min

Catherine Foot from Standard Life

Catherine Foot, director of Standard Life's future retirement think tank, joins the Advice Show this week ahead of the government announcing the second stage of the pensions review, which is set to look at pensions adequacy, among other things. Foot discusses a number of potential solutions, including where targeted support…
18 Jul 25 min

The Advice Show: Dominic Rose of MKC Wealth

On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
13 Jun 31 min

Scott Gallacher - NMA top 100

Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a consolidator. 
9 Jun 28 min