Author: Portfolio Adviser

  • 16 winners and losers platforms

    16 winners and losers platforms

    Which platforms do you think have adapted best to the post-RDR world? How has your platform provider dealt with the changes? Mark Polson, former Standard Life Wrap employee and now principal of The Lang Cat platform consultancy assesses 16 key players.

  • Market volatility benefits Morgan Stanley

    Market volatility benefits Morgan Stanley

    Morgan Stanley has taken advantage of a period of volatility to create more favourable pricing terms on two of its structured products.

  • cameron - uk cannot afford to miss fracking

    cameron – uk cannot afford to miss fracking

    Prime Minister David Cameron has given controversial fracking technology his unequivocal backing, saying it could drive energy prices down, create jobs and give money back to local neighbourhoods.

  • Alternative Ucits AUM hits record high

    Alternative Ucits AUM hits record high

    Alternative Ucits AUM has exceeded 100bn for the first time following a strong first half of the year.

  • svg im acquired by swiss hansa

    svg im acquired by swiss hansa

    Swiss-based international investor Hansa Aktiengesellschaft (Hansa) has entered into an agreement to acquire specialist fund manager SVG Investment Managers from SVG Capital, although the company's existing funds will be run as before.

  • Morningstar push

    Morningstar push

    Morningstar is to press fund groups more heavily to disclose information regarding who is managing vehicles, those manager’s incentives, and their other commitments in a bid to provide investors with more key information as to a fund’s suitability for investment.

  • goldman sachs dynamic strategies in uk

    goldman sachs dynamic strategies in uk

    True Potential Investments has unveiled a pair of Goldman Sachs Multi-Asset Dynamic funds, available to over 800 adviser firms and their clients in the UK for the first time.

  • jupiter and blackrock funds absolute

    jupiter and blackrock funds absolute

    Jupiter and BlackRock funds top the list of absolute return funds shedding the most assets over one month and three after both groups announced high profile departures.

  • are you advising any of these tax fraudsters

    are you advising any of these tax fraudsters

    HM Revenue & Customs has published a list of its most wanted tax criminal fugitives, the second year it has done so.

  • eight vintage classics volume one

    eight vintage classics volume one

    In a world where youth and beauty is often prized above age and experience, many are swayed by the latest popular trend be it in fashion, music, food, or even investment.

  • kernohan tackles carney conundrum

    kernohan tackles carney conundrum

    Royal London Asset Management's Ian Kernohan explains the conundrum Carney's forward guidance is tasked with solving: why has UK employment been so strong and output so weak?

  • june rout sees 70bn outflow in europe

    june rout sees 70bn outflow in europe

    The European funds industry was hit with 70.4bn in net outflows during the month of June, bringing the estimated net inflows for the year-to-date to 109.6bn.