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The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market.
The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.
Select one of the panellists below for further information.
| Allenbridge Group plc |
Photo of Jonathan Wallis |
| Allenbridge is a fund research boutique in Mayfair, which provides comprehensive qualitative and quantitative analysis on tax-shelter vehicles, hedge funds and retail investments. Allenbridge has a significant share of the PEP/ISA market underpinned with thorough on-going performance appraisal. In addition consultancy services are provided on asset allocation and manager selection. |
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| Company name |
Allenbridge Group plc |
| Company website |
www.allenbridge.co.uk |
| Year established |
1985 |
| Client base |
24,000 |
| Funds under management (£) |
670,000,000 |
| Number of employees |
31 |
| Number of offices |
1 |
| Annual company turnover (£) |
2,300,000 |
| Area |
Service available |
| Investment |
Yes |
| Pensions |
No |
| Life assurance |
No |
| Tax planning |
No |
| Corporate |
No |
| Mortgages |
No |
| Healthcare |
No |
| Offshore/Expats |
No |
| SIPPs |
No |
| ISAs |
Yes |
| Name |
Job title |
| Anthony Yadgaroff |
Chief Executive |
| Jonathan Wallis |
Consultant Actuary and Head of Retail Fund Research |
| Kenneth Ayers |
Consultant Actuary |
| Alan Saunders |
Chief Economist |
| Jason Day |
Private Client Investment Management |
| Andrew Graham |
Retail Client Management |
| Odi Lahav |
Hedge Fund Research |
| Dr Brendan Campbell |
Hedge Fund Research |
| Richard Allen |
VCT and Tax Shelter Research |