Author: Portfolio Adviser

  • first state denies soft-closure

    first state denies soft-closure

    First State has denied its GEM Leaders Fund is nearing soft closure and said it still has plenty of capacity for further inflows.

  • sale fails to dampen quilter expansion

    sale fails to dampen quilter expansion

    Wealth Manager Quilter has expanded its investment management team with the appointment of Oliver Stainer, who was previously at Towry.

  • noble-nesbitt to lead dfm service

    noble-nesbitt to lead dfm service

    Close Brothers Asset Management has announced its top talent Deryck Noble-Nebitt is to head up a new discretionary investment service for private clients.

  • top alternatives to aberdeen in gem

    top alternatives to aberdeen in gem

    The news Aberdeen had soft closed its Emerging Markets Fund will have been met by some with dismay. But theres no point mourning an option no longer open to you, so where should you invest EM capital instead?

  • rowan dartington puts risk

    rowan dartington puts risk

    Rowan Dartington has announced details of a new investment process, putting individual security risk at the centre of its proposition, rather than asset class risk.

  • first state clears up confusion with

    first state clears up confusion with

    First State has renamed its Asia Pacific/Global Emerging Markets equities team, led by Angus Tulloch and Stuart Paul, in an attempt to prevent confusion among clients with its new EM debt team.

  • axa wealths platform leads

    axa wealths platform leads

    Axa UK posted what it has termed a “strong turn-around” of UK operations today with sales onto Axa Wealth’s Elevate Platform up 75% and an increase in FUM for its multi-manager business, Architas.

  • rathbones awaits rdr rebate clarification

    rathbones awaits rdr rebate clarification

    Rathbones has released further details of its ‘RDR-friendly’ share class, which will roll out across its fund range on 1 March, but admitted it might need to move again after the FSA reveals its full position on rebates to platforms.

  • innovation makes way for defence carmignac gestion

    innovation makes way for defence carmignac gestion

    Didier St Georges sees a great deal of positives affecting equity valuations yet is still keen to remain primarly defensively positioned.

  • uncomfortable reading for commission

    uncomfortable reading for commission

    Advisers who have invested mainly in unit trusts to the detriment of investment trusts over the past 10 years will be embarrassed to see the level of outperformance of closed-end vehicles over their open-ended counterparts, according to new research from Collins Stewart.

  • hsbc opens up next generation fund

    hsbc opens up next generation fund

    HSBC has launched high net worth (HNW) and institutional share classes for its Next Generation Fund, which invests in “new and upcoming hedge fund managers” and targets an annualised return of 12% to 15%.

  • equities trump fixed income

    equities trump fixed income

    Almost two-thirds of equity fund managers expect returns of more than 5% in 2012, while only 7% of fixed income managers expect the same from sovereign bonds, a survey by Aviva Investors has revealed today.