Chelsea Financial Services

Fund supermarket discounts

Chelsea Financial Services (branded as Chelsea Investment Intelligence) was founded in 1983 by present chairman John Holder. The company is an online supermarket that lets investors access a wide range of funds, and offers a shortlist of funds to simplify chice for individual investors. It is a discount broker and was one the first intermediaries to discount initial charges on unit trusts and bonds, and later PEPs and ISAs.

Managing director Darius McDermott is a frequent contributor to Investment Week and you can read some of his pieces here.

VCTs/EIS

Deep Dive: VCT hopes buoyed following sunset clause extension

Despite poor market performance

08 December 2023 • 3 min read

Property

Deep Dive: A 'bleak' future but not a 'forgone conclusion' for open-ended property funds

‘Asset/liability mismatch’

24 November 2023 • 4 min read

ESG

Pressure mounts on 'out of touch' asset managers over fossil fuel investments

Greta Thunberg controversy

08 September 2023 • 6 min read

Companies

Questions raised over 'management credibility' as Liontrust fails to buy GAM

‘Value destructive’ offer

24 August 2023 • 3 min read

Unit trusts/OEICs

Odey AM and Brook AM to transfer significantly smaller funds as assets shrink by up to 68%

Investment Week analysis

10 August 2023 • 5 min read

ESG

Deep Dive: Investors must learn to look beyond governance to assess Japanese ESG

Green energy plans

14 April 2023 • 4 min read

Alternatives

Private markets to face reality check in 2023

Outlook for the year ahead

19 December 2022 • 5 min read

Asia

Deep Dive: Reopening economy set to boost Japan opportunities

Shifting monetary policy

16 December 2022 • 3 min read

ESG

Young fundpicker: The ESG dilemma

Conflicts between S and G

02 August 2022 • 4 min read

Funds

The Big Question: Which fund or trust are you using to inflation-proof your portfolio?

More important than ever

05 May 2022 • 1 min read