Author: Portfolio Adviser

  • altana wealth recruits head of sales

    altana wealth recruits head of sales

    Newly-established investment management group Altana Wealth has hired David Helm as its global head of sales and marketing.

  • afh wealth management expands in midlands

    afh wealth management expands in midlands

    AFH Wealth Management, based in the Midlands, has acquired three other IFA businesses in the area and has said further takeovers are planned.

  • skandia launches managed futures fund

    skandia launches managed futures fund

    Skandia Investment Group has launched a managed futures fund for investors looking to complement their equity and fixed income exposure.

  • morgan stanley iq reissues gilt backed growth plan

    morgan stanley iq reissues gilt backed growth plan

    Morgan Stanley IQ has re-issued its Gilt-backed Growth Plan, first launched in 2008, to appeal to investors nervous about counterparty risk.

  • rlam sees inflows slashed by two thirds

    rlam sees inflows slashed by two thirds

    Royal London Asset Management saw net new business slashed by two thirds in the nine months to 30 September as volatile markets took their toll.

  • should commodities be seen as an asset class

    should commodities be seen as an asset class

    The correlation of commodity performance to equity markets has increased so much that commentators now question their effectiveness in diversifying portfolios. Is this a short-term blip or is it trend we need to take notice of?

  • gilliat targets income-hungry investors

    gilliat targets income-hungry investors

    Gilliat Financial Solutions has launched its highest ever income offering, targeted at yield-starved investors.

  • can you solve a debt crisis with more debt

    can you solve a debt crisis with more debt

    The investment question du jour should be can you solve a debt crisis with more debt?”, says Bill Gross, managing director at PIMCO.

  • henderson sees aum tumble by 9bn

    henderson sees aum tumble by 9bn

    Henderson Global Investors saw AUM fall by £9bn in Q3 as retail outflows from its own funds and acquired Gartmore funds totalled £946m.

  • property trusts trump other investment companies

    property trusts trump other investment companies

    Returns from property investment trusts have beaten those of investment companies as a whole over the past three years, attracting investors back to the sector, according to the Association of Investment Companies.

  • ubs launches global diversified fund

    ubs launches global diversified fund

    UBS Global Asset Management has launched a Global Diversified Fund with David Buckle as lead manager.

  • chatfeild roberts hands over to somerville

    chatfeild roberts hands over to somerville

    John Chatfeild-Roberts is to hand over lead manager duties for the Jupiter Global Managed Fund to Simon Somerville, in order to concentrate on his role as CIO of the group.