| AFI Panellists |
The Adviser Fund Index, or set of indices, is 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.
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| Jonathan Wallis |
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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 |
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| Investment | Yes |
| Pensions | No |
| Life Assurance | No |
| Tax Planning | No |
| Corporate | No |
| Mortgages | No |
| Healthcare | No |
| Offshore/Expats | No |
| SIPPs | No |
| ISAs | Yes |
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| 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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| 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 |
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