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Brewin Dolphin

  • Active, passive, or robot? Choosing your ISA management style

    Personal Finance

    Deciding to open a Stocks and Shares ISA is only the first step. The more critical decision—and the one that will determine your fees, stress levels, and potential returns—is how that money is managed.  There are several distinct management styles, ranging from AI-driven algorithms to traditional human expertise.  Understanding the difference between robo, self-managed, discretionary, [...]

    There are several distinct ISA management styles, ranging from AI-driven algorithms to traditional human expertise. 
  • The UK’s biggest ISA pots revealed

    Investing

    The UK’s biggest ISA pot is worth over £11.6m, according to new data from HMRC revealed in a Freedom of Information request.

    An £11.6m ISA would require annual growth rates of 18.9 per cent if it had been maxed out every year.

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