Author: Portfolio Adviser

  • ubs rogue trader fails to dent etp desire

    ubs rogue trader fails to dent etp desire

    Recent scandals surrounding the ETF market have not dented investors’ appetite for the products, but risk-off sentiment in the past month has led to portfolio repositioning.

  • overly optimisic forecasts will lead to year end disappointment

    overly optimisic forecasts will lead to year end disappointment

    As the Q3 reporting season has now kicked off, James Butterfill looks at corporate earnings forecasts that he suggests are too generous.

  • gilliat structured products deliver on kick out

    gilliat structured products deliver on kick out

    Structured products specialist Gilliat Financial Solutions has announced the maturity of four autocall products launched last year, which offered a defensive approach.

  • hmrc chases 6000 swiss bank account holders

    hmrc chases 6000 swiss bank account holders

    HMRC is on the tails of 6,000 HSBC Geneva bank account holders, in pursuit of past unpaid taxes.

  • rudolf wolff launches building society income fund

    rudolf wolff launches building society income fund

    Rudolf Wolff has launched a fund targeted at investors looking for income in a low interest rate environment and aiming for a net return of 7% per year.

  • swip expands real estate arm

    swip expands real estate arm

    With assets under management now topping £8.5bn, SWIP has announced five new recruits for its real estate arm.

  • asia-pacifics wealthy overtake europes

    asia-pacifics wealthy overtake europes

    The latest high net worth individual population figures show Asia-Pacific in ascendency, while Europe trails behind.

  • wealthy britons seek shelter in property

    wealthy britons seek shelter in property

    The UK’s millionaires have around one third of their cash in property and look set to increase their holdings in the asset class over the next six months.

  • osborne on the road to failure

    osborne on the road to failure

    Chancellor George Osborne will miss his borrowing targets regardless of whether he continues his austerity drive or not.

  • brian gallagher departs ubs

    brian gallagher departs ubs

    Brian Gallagher has departed UBS, leaving the running of his UK Equity Income fund to Edward Peter-Hoblyn and Richard Lloyd.

  • ethical and green funds reach 11bn

    ethical and green funds reach 11bn

    Money invested in green and ethical funds in the UK have reached a record high of £11.3bn, according to data released by independent researcher EIRIS.

  • investec structured products unveils new collection of plans

    investec structured products unveils new collection of plans

    Investec Structured Products has launched a new collection of plans, with a variety of risk and return profiles available.