Author: Portfolio Adviser

  • axa wealth teams up with whitechurch

    axa wealth teams up with whitechurch

    Axa Wealth has expanded its platform service, teaming up with Whitechurch Securities to offer its first risk-rated investment portfolios.

  • edinburgh worldwide investment trust down ytd

    edinburgh worldwide investment trust down ytd

    Edinburgh Worldwide Investment Trust, managed by Mark Urquhart for Baillie Gifford saw its NAV fall by 2.5% in the year to 31 October as continued market turbulence took its toll.

  • keep calm and carry on investing in commodities

    keep calm and carry on investing in commodities

    Despite the recent market volatility and jump in commodity prices, Lee Robertson still sees them as a good medium to long-tertm investment.

  • ima sector relabelling a lost opportunity

    ima sector relabelling a lost opportunity

    The IMA has missed out on a vital opportunity to clarify the risk level of funds by following the ABI managed sector model, according to Mike Webb chief executive of Rathbone Unit Trust Management.

  • central banks charge but more battling required

    central banks charge but more battling required

    The cavalry has arrived, or so the Central Banks would have us believe. But underneath all the trumpeting, the need for fiscal progress is still dire.

  • nick roe-ely returns to private client space

    nick roe-ely returns to private client space

    Nick Roe-Ely has returned to private client fund management, in the position of investment director at Rathbones’ Liverpool office.

  • Investec completes em set

    Investec completes em set

    Investec Asset Management has launched an emerging markets multi-asset strategy with the hope of offering investors a “one stop shop” solution to EM investing.

  • uk economy could be a repeat of the 1970s

    uk economy could be a repeat of the 1970s

    Ian Kernohan describes the coming years for the UK as a period of low frowth that will rival the austerity we saw in the 1970s.

  • syz launches european selection strategy

    syz launches european selection strategy

    Syz & Co has announced the launch of Oyster European Selection, a new sub-fund of its Oyster Luxembourg Ucits Sicav which is managed by European equities specialist Eric Bendahan.

  • hsbc opens frontier strategy to retail

    hsbc opens frontier strategy to retail

    HSBC Global Asset Management has unveiled a Luxembourg-domiciled frontier markets fund for retail investors.

  • fsa fines ifa for third time

    fsa fines ifa for third time

    The FSA has fined Julian Harris, owner of a Kent-based IFA business with the same name, for a third time for failing to perform adequate due diligence before appointing advisers.

  • deutsche bank and cooperman join forces

    deutsche bank and cooperman join forces

    Deutsche Bank has teamed with ex-Goldman Sachs Asset Management chairman and hedge fund veteran Leon Cooperman to launch the Ucits-compliant DB Platinum Omega Fund.