Author: Portfolio Adviser

  • 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.

  • Alastair Mundy, Portfolio Manager, Investec Cautious Managed and UK Special Situations Funds

    With macro concerns continuing into 2012, Alastair Mundy explains how he approaches the on-going uncertainty through his bottom-up, contrarian investment style.

  • senior quilter figures to lead gam

    senior quilter figures to lead gam

    GAM has announced two new recruits to head up its UK discretionary fund management service for IFAs looking to outsource their investment decisions.

  • corporate bonds and bank debt 2012 safe havens

    corporate bonds and bank debt 2012 safe havens

    Thibaut Cuillière looks at corporate bonds at one end and senior bank debt at the other as safe havens for investors this year.

  • invesco perpetual joins multi-asset rush

    invesco perpetual joins multi-asset rush

    Invesco Perpetual has become the latest fund house to announce the launch of a new multi-asset proposition, as the trend of readying ranges to appeal to outsourcing advisers picks up pace.

  • boltons buybacks fail to markedly

    boltons buybacks fail to markedly

    Anthony Bolton’s Fidelity China Special Situations Investment Trust continued its trend of underperformance in the final quarter of 2011, despite undertaking significant share buybacks over the period.

  • fatca - a burden lifted

    fatca – a burden lifted

    The US Treasury last week shed further light on how it intends to combat US tax evasion abroad, releasing proposed regulations on the application of the Foreign Account Tax Compliance Act.