Author: Portfolio Adviser

  • fsa to change covered bonds regulation

    fsa to change covered bonds regulation

    The FSA has published changes to its regulatory framework for covered bonds, with the aim to increase the transparency of these investments and align the UK regime to those in other countries.

  • uk misses its slice of pie

    uk misses its slice of pie

    The UK’s financial sector is at threat from the 23-member club created at the European Summit in the early hours of Friday morning, according to leading economists.

  • eurozone bond and government the only solution

    eurozone bond and government the only solution

    Bill Dinning admits that it won’t be easy, and that it will take time, but a fiscal union and a commonly issued eurozone bond is the only solution.

  • transact-owner hit with FSA fine

    transact-owner hit with FSA fine

    Transact-owner, Integrated Financial Services, has been fined £3.5m for “serious” and long-running breaches relating to client money.

  • barings expands multi-asset team

    barings expands multi-asset team

    Baring Asset Management has appointed Matthew Whitbread as an investment manager in its multi-asset team, bringing it up to 10-strong.

  • podger brought in to save bolton legacy

    podger brought in to save bolton legacy

    Threadneedle’s Jeremy Podger is to take over Fidelity’s Global Special Situations Fund following a dismal five-year tenure with Jorma Korhonen at the helm. Can he improve the fund’s performance?

  • all quiet on the passive front

    all quiet on the passive front

    Passive fund providers who were “all over everybody” a year ago have gone quiet amid performances that are “through the floor”. So goes the opinion of one IFA. Do you agree?

  • threadneedle unveils lux domiciled uk fund

    threadneedle unveils lux domiciled uk fund

    Threadneedle Investments has launched a UK Equities Fund in its Luxembourg-domiciled Sicav range.

  • investors turn to etps for fixed income

    investors turn to etps for fixed income

    Fixed income ETPs have surged in number in the past four years, as investors increasingly turn to an indexed approach for the fixed income element of their portfolios.

  • united russia victory just the start

    united russia victory just the start

    Ivan Tchakarov argues the ruling United Russia will need to act soon to alleviate the country’s move from a position of twin surpluses to twin deficits.

  • fscs levy hurts brewin dolphins profits

    fscs levy hurts brewin dolphins profits

    Brewin Dolphin has reported a 27% fall in pre-tax profit for the year, after it was struck with an FSCS levy that was “dramatically higher” than in 2010.

  • smaller ifa firms rdr-ready first

    smaller ifa firms rdr-ready first

    Larger advisory firms are lagging their smaller counterparts in gaining appropriate qualifications in time for the implementation of RDR.