Author: Portfolio Adviser

  • fairbairn private bank promotes from within

    fairbairn private bank promotes from within

    Fairbairn Private Bank has created two new senior management roles to help steer the company through “macroeconomic headwinds”.

  • harrington leaves jupiter amid

    harrington leaves jupiter amid

    Patrick Harrington, manager of the £91m Jupiter Undervalued Assets Fund and co-manager of the Jupiter Monthly Income Fund, has left the firm amid poor performance from both mandates under his tenure.

  • client anger forces aviva investors

    client anger forces aviva investors

    Aviva Investors has backtracked on an announcement made yesterday, which suggested it was targeting a pull-back from the retail space, saying it is committed to its clients in this area.

  • indias dire 2011 should not put off investors

    James Smith takes the positives from India’s poor-performing equity markets and argues the case for solid long-term investment opportunities.

  • should investors be worried about oil prices

    should investors be worried about oil prices

    Stephanie Kretz assesses the impact for investors of last summer’s political unrest and the more recent threat of military intervention in the Middle East that have both threatened oil supplies.

  • alex jeffrey joins m and g

    alex jeffrey joins m and g

    M&G Investments has appointed Alex Jeffrey as the new chief executive of Prupim, its real estate fund management business.

  • money market funds help swell

    money market funds help swell

    Money market funds helped BlackRock and JPMorgan retain their positions of largest and third largest fund companies in Europe last year, according to latest data from Morningstar Direct.

  • aviva investors turns its back

    aviva investors turns its back

    Aviva Investors has announced plans to pull back from the UK retail market, cutting 160 jobs in order to focus on its institutional proposition, it has announced.

  • increase in outsourcing

    increase in outsourcing

    Advisers who plan to outsource more of their investment-based advice post-RDR need to consider VAT implications before going forward, according to Assetfirst.

  • former-lazard man joins fsa

    former-lazard man joins fsa

    Former vice-chairman of Lazard & Co, Will Samuel has been appointed to the role of investment banking senior adviser at the FSA.

  • regulator casts net wider than etfs

    regulator casts net wider than etfs

    The European Securities and Markets Authority has published its long-awaited consultation paper on ETFs, extending proposals to all Ucits vehicles engaging in ETF-like practices.

  • commodity fund allocations same despite turmoil

    commodity fund allocations same despite turmoil

    Commodity managers struggled to even keep up with their benchmarks last year, says Amandine Thierree, yet they are keeping their allocations unchanged, describing 2011 as “just a phase”.