Author: Kristen McGachey

  • Fidelity names ex-Pioneer man as global product head

    Fidelity names ex-Pioneer man as global product head

    Fidelity International has appointed Hugh Prendergast in the newly created role, global head of product.

  • Miton adds balanced fund to multi-asset range

    Miton adds balanced fund to multi-asset range

    Miton Group has extended its multi-asset range by launching the LF Miton Balanced Multi Asset fund.

  • Charles Stanley nears £25bn despite outflows

    Charles Stanley nears £25bn despite outflows

    Despite £100m of net outflows, Charles Stanley ended the third quarter with total funds under management and administration (FUMA) closing in on £25bn.

  • Research ‘value-add’ questioned as analysts miss mark

    Research ‘value-add’ questioned as analysts miss mark

    Analysts missed the mark more often than not with their FTSE 100 recommendations in 2017, raising more questions about the “value-add” of research, data from AJ Bell has revealed.

  • Mifid II exposes ‘charging grubbiness’ of top 20 funds

    Mifid II exposes ‘charging grubbiness’ of top 20 funds

    Some of the biggest names in UK retail are charging investors nearly double the ongoing charges figure (OCF) of their funds, Mifid II regulations have brought to light.

  • Woodford doubles down on contrarian calls

    Woodford doubles down on contrarian calls

    Although last year brought “tough times” for Neil Woodford, the star fund manager said he will not back down from his contrarian positions but will attempt to provide greater clarity on his views to appease shareholders.

  • Jupiter’s Pidcock bulks up liquidity and slashes stocks

    Jupiter’s Pidcock bulks up liquidity and slashes stocks

    Jupiter’s Jason Pidcock has begun 2018 in a more defensive frame of mind and has been bulking up the liquidity of his Asian Income fund in case of a “mini-credit crunch”.

  • Impax merger creates £11bn sustainable investor

    Impax merger creates £11bn sustainable investor

    Impax Asset Management has completed its acquisition of American sustainable investor Pax World Management, creating a £11bn ethical fund house.

  • Make America indebted again

    Make America indebted again

    On the one-year anniversary of president Donald Trump’s inauguration, his administration is more divided than ever with growing murmurs of a government shutdown. One thing the president seems to have unwavering support on is his tax bill, but with treasury yields rising should investors be more concerned?

  • Lloyds Private Bank: Confidence in UK assets returns

    Lloyds Private Bank: Confidence in UK assets returns

    Investors warmed toward UK asset classes in January, as general sentiment touched its highest level in eight months according to the latest findings from the Lloyds Private Bank Investor Sentiment index.

  • Franklin Templeton acquisition sees familiar face return

    Franklin Templeton acquisition sees familiar face return

    Franklin Templeton has struck a deal to acquire Edinburgh Partners, which will see the return of alumnus and former executive VP Dr Sandy Nairn.

  • Fresh pain for Woodford picks

    Fresh pain for Woodford picks

    Wednesday trading brought fresh pain for Neil Woodford-majority owned companies, Provident Financial and Utilitywise, putting him on shaky ground early into the new year.