Author: Portfolio Adviser

  • romer-lee given pan-european

    romer-lee given pan-european

    Richard Romer-Lee has been named managing director for Morningstar’s investment consulting business in Europe, overseeing operations at OBSR in the UK, Morningstar Associates Europe, and Seeds in France.

  • obsr downgrades blackrock uk fund

    obsr downgrades blackrock uk fund

    OBSR has downgraded the BlackRock UK Fund in the wake of its management change, revealed by Portfolio Adviser yesterday.

  • european defaults set to rise

    european defaults set to rise

    Despite talk of corporate strength and strong cash flows, Paul Watters argues default rates will rise this year across Europe with the more vulnerable companies restructuring their debt.

  • five big fund groups guilty

    five big fund groups guilty

    SWIP, M&G, Schroders, Standard Life and St James Place are the fund houses with the most “dog assets under management” according to Bestinvest’s latest Spot the Dog report.

  • alternative government bond

    alternative government bond

    Pictet Asset Management has launched a global government bond fund which will use an alternative strategy to select bonds based purely on the countrys ability and willingness to pay.

  • meteor unveils two new plans

    meteor unveils two new plans

    Meteor Asset Management has announced the launch of two new structured products, the Prima Platinum Plan 15 and the FTSE Income Deposit Plan 6, targeting returns of 10% and 7.25% per year respectively.

  • momentum hires brown

    momentum hires brown

    Momentum Global Investment Management has appointed Graeme Brown as business development executive focusing on distribution and business development within the intermediary and wealth management space.

  • small companies investment trusts opportunity

    small companies investment trusts opportunity

    Tim Cockerill names three small-cap investment trusts that will best take advantage of the modest economic recovery he feels has just started.

  • guinness am joins clean fee club

    guinness am joins clean fee club

    Boutique fund manager Guinness Asset Management has launched a new “RDR ready” clean fee share class across its seven funds, with an AMC of 0.75%.

  • blackrock loses faith in lyttleton

    blackrock loses faith in lyttleton

    Mark Lyttleton is to stand down as the long-time manager of the BlackRock UK Fund, culminating what has been a tough few years for Lyttleton and his investment management reputation.

  • veritas boosts global team

    veritas boosts global team

    Veritas Asset Management has appointed Ramesh Narayanaswamy, formerly at Fidelity, as global industrials analyst to work across its global strategies.

  • fsa fines santander for structured

    fsa fines santander for structured

    Santander has been fined £1.5m by the FSA for failing to inform customers of its structured products’ status under the Financial Services Compensation Scheme (FSCS) in the period up to January 2010.