Fees and charges: the figures behind the jargon

The cost to investors of the industry’s fees and charges has been a hot topic for some time. But what is the reality on the ground for investors?
by Dan Atkinson


Simmering discontent with what were often seen as unreasonable deductions from the value of clients’ funds intensified after the global financial crisis of 2007–8, when, too often, the level of charges seemed not to reflect the shrunken value of portfolios. Regulators on both sides of the Atlantic started to take a close interest, and new rules and guidelines were promulgated.

Those events themselves are now beginning to slip out of history’s rear-view mirror. So, what is the current position now, and has it changed for the better or not?

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Published: 19 Apr 2023
  • Wealth Management
  • Risk
  • Financial Planning
  • Corporate finance
  • Compliance
  • featured
  • Securities and Exchange Commission
  • investing
  • fund management
  • fees
  • asset management

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