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.

Company Name
Allenbridge Group plc Jonathan Wallis
AWD Chase de Vere Anna Bowes
Bates Investment Services Stewart Smith
Beckett Financial Services Samantha Sibley, James Bruce
Bestinvest Mark Hinton
Bentley Jennison Financial Management David Wynn
Charles Stanley Shauna Bevan
Chartwell James Davies
Chelsea Financial Services Darius McDermott
Williams de Broe Dan Kemp
City Asset Management Hilary Coghill
Dennehy Weller & Co Ltd Brian Dennehy
Gerrard Financial Services Raj Basra
Killik & Co Mick Gilligan
Origen Investment Services Limited John Monaghan
Principal Investment Management Charles Brand
Rowan plc Tim Cockerill
Thinc Group Ian Shipway
Torquil Clark Philippa Gee
Whitechurch Securities Limited Gavin Haynes
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.

 
 
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
Aggressive Adviser Fund Index - Financial Express
Balanced Adviser Fund Index - Financial Express
Cautious Adviser Fund Index - Financial Express
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