Author: Portfolio Adviser

  • jm finn offers discretionary

    jm finn offers discretionary

    JM Finn & Co has been approved as a discretionary fund manager (DFM) on the Ascentric wrap platform, offering its investment management services to advisers.

  • 50 per cent drop in use of ifas

    50 per cent drop in use of ifas

    UK investors are increasingly choosing to manage their own finances rather than using the services of financial advisers, a new survey, conducted by YouGov on behalf of AT Kearney, has found.

  • dont fight the fed and its friends dinning

    dont fight the fed and its friends dinning

    Markets have often been warned to not fight the Fed. Bill Dinning gives three reasons why this now needs to be widened as other central banks sign up to ongoing support.

  • rushton joins walker crips

    rushton joins walker crips

    Mark Rushton, former head of offering for UK wealth management at BNP Paribas, has joined Walker Crips Stockbrokers as CIO amid a drive for growth.

  • jpm and Source launch etf

    jpm and Source launch etf

    JPMorgan and Source have launched an ETF designed to be used by “sophisticated investors” to access volatility as either a hedging strategy or as an asset class in its own right.

  • new protected structured product

    new protected structured product

    Santander-owned Cater Allen Private Bank has launched a new structured product with 100% participation in FTSE 100 growth and full capital protection.

  • barings multi-asset adds

    barings multi-asset adds

    Barings’ global multi-asset group has been adding to risk assets for the first time in over a year, even as it admits we are not headed into a “new bull market”.

  • aviva manager dropped from skandia best ideas

    aviva manager dropped from skandia best ideas

    SIG reacts to Aviva Investors’ strategic uncertainty by dropping one of its managers from its UK Strategic Best Ideas Fund.

  • china monetary conditions will ease only gradually

    china monetary conditions will ease only gradually

    Klaus Bockstaller explains why he thinks emerging market earnings forecasts of 10% for this year are realistic.

  • rlams inflows down two thirds

    rlams inflows down two thirds

    Royal London Asset Management saw net new business fall by two-thirds last year even as Royal London 360 saw new business up 21% in the period.

  • schroders comes full circle

    schroders comes full circle

    Schroders has announced details of a Strategic Bond Fund planned for Gareth Isaac just months after its previous fund of that strategy was shifted into the Absolute Return Sector.

  • em funds see best january

    em funds see best january

    Emerging Market equity funds have enjoyed the best start to the year, in terms of fund flows, since 2006 as investors’ risk appetite finally returned to the table.