Author: Portfolio Adviser

  • raymond james gets vote of confidence

    raymond james gets vote of confidence

    Raymond James Financial (RJF) the US parent of UK-based Raymond James Investment Services (RJIS) has acquired the remaining 25% stake in the private client wealth management firm making it the sole owner.

  • will fund groups get fat off rdr

    will fund groups get fat off rdr

    The watchword for RDR is transparency, and this is a concept trumpeted by the FSA and financial services providers to be the best thing since sliced bread: the cure to all of the industry’s current ailments.

  • signia wealths expansion continues

    signia wealths expansion continues

    Signia Wealth has continued its recruitment drive with the appointment of Chris Godding in the newly-created role of co-CIO and managing director.

  • uk politicians can learn from europeans

    uk politicians can learn from europeans

    Tim Cockerill argues that European politicians are right to take decisions to manage their economies that go against the market view.

  • islamic asset manager sets sights

    islamic asset manager sets sights

    A newly-established Islamic global asset manager plans to target retail investors in the UK, Europe, the Middle East and Asia, with a Dublin-domiciled, Ucits-compliant fund range.

  • jupiter redemptions gather pace

    jupiter redemptions gather pace

    Jupiter Fund Management saw net outflows of £225m in Q4 as mutual fund redemptions gathered pace. But a positive market movement in the quarter led to an overall increase in AUM for the period, it said today.

  • lazard launches emerging markets

    lazard launches emerging markets

    Lazard Asset Management has launched an Emerging Markets Allocation Fund, which will invest in in-house strategies across equity, debt and currency asset classes.

  • obsr suspends swip european

    obsr suspends swip european

    OBSR has suspended its rating of the SWIP European Income Fund following news its manager, Steven Maxwell, is on extended sick leave.

  • obsr removes newton international growth

    obsr removes newton international growth

    OBSR has removed its rating of the Newton International Growth Fund following the management reshuffle announced by the firm earlier this week.

  • morton departs blackrock uk property

    morton departs blackrock uk property

    BlackRock has confirmed Jeff Morton, head of investment on its UK Property Fund, has left the firm to pursue other opportunities.

  • eea bites back at fsa on death bonds

    eea bites back at fsa on death bonds

    EEA Fund Management has called on the FSA to retract its statement naming traded life policy investments (TLPIs) “toxic”, and has asked the watchdog to clarify which funds in the sector it believes to be “Ponzi schemes”.

  • aberdeen beefs up asia pacific team

    aberdeen beefs up asia pacific team

    Aberdeen Asset Management has appointed Peter Elston to the newly-created role of head of Asia Pacific strategy & asset allocation.