How Columbia Threadneedle Investments delivers active investing at low cost

Loading player...
How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds.

Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal range may hit the spot.

The value of investments and income from them can go down as well as up and investors may get back less than the original amount invested. The views and opinions expressed by the individual contributors of this podcast do not necessarily represent those of Columbia Threadneedle Investments.
22 Jan 2025 English United Kingdom Business · Investing

Other recent episodes

Connor Broadley’s MD on picking the right tech for the £750m firm

Alex Twiss, the managing director of London advice firm Connor Broadley, joins the Advice Show to discuss the firm’s AI provider Saturn and how he thinks the technology could soon be writing advisers’ suitability reports. In the podcast Twiss also says his firm is reviewing platform providers and discusses the…
6 Feb 33 min

The Advice Show: Matthew Sinclair 

Matthew Sinclair joins the week after the Budget to discuss its impact, implications and what the government might have done differently.
9 Dec 2025 28 min

The Advice Show: Ben Hampton

Ben Hampton joins The Advice Show this week to discuss Wealth Wizards, the business he heads, as well as targeted support, value for money and Royal London. 
16 Jan 28 min

The Advice Show: Schroders

Rich Fox, head of public policy, and Ronan O'Riordan, head of UK institutional business development, joined the podcast to discuss pensions policy, the Budget and forthcoming policy initiatives from Schroders.
26 Nov 2025 38 min

The Advice Show: Sean Standerwick

Sean Standerwick, director of MLP Wealth in Surrey, joins The Advice Show this week to discuss his journey into financial advice, buying the firm off his dad with his brother and what clients are saying to him ahead of the Budget.
20 Nov 2025 38 min