Author: Portfolio Adviser

  • SCM Private launches advisory service

    SCM Private launches advisory service

    Investment management firm SCM Private has launched an advisory business to sit alongside its wealth management firm.

  • Mayfair Capital relaunches two funds

    Mayfair Capital relaunches two funds

    Commercial property fund manager Mayfair Capital Investment Management has relaunched two of its funds due to changing structures and mandates.

  • FSA fines Rockingham Independent £35k

    FSA fines Rockingham Independent £35k

    The FSA has fined the Peterborough-based firm for selling Ucis to investors they were unsuitable for, and hit the firm’s directors with partial bans.

  • UBS rogue trader named

    UBS rogue trader named

    Trader Kweku Adoboli has been held over unauthorised trading at UBS’s investment bank resulting in a loss worth an estimated $2bn (£1.3bn).

  • OMAM to launch UK Opportunities fund for Murphy

    OMAM to launch UK Opportunities fund for Murphy

    Old Mutual Asset Managers have announced the intention to launch a long/short UK Opportunities fund for Simon Murphy.

  • Equities cheap for a reason

    Equities cheap for a reason

    There is a growing clamour of voices insisting equities are oversold and valuations cheap. But given the continued political paralysis on both sides of the Atlantic, there’s a strong argument to steer clear of stocks.

  • PA Analysis: Unlike Obama I'm no bull

    PA Analysis: Unlike Obama I’m no bull

    Obama must be bullish on the US economy, but for American stocks it will be far from plain sailing.

  • Investment trusts outperform as discounts tighten

    Investment trusts outperform as discounts tighten

    Investment trusts outperformed general markets in August due to a tightening of discounts.

  • Bolton buy back offers only short-term reprieve

    Fidelity China Special Situations trust has bought back its own shares to the value of £300,000.

  • Alliance Savings Trust waives purchase fee

    For a limited period the online purchase fee for 35 investment trusts will be waived.

  • Japanese equities surprise winner over summer

    Japanese equities surprise winner over summer

    While many other sectors received a pummelling over the summer months, Japanese equities joined gold and gilts in a short list of strong performers.

  • Ocean Dial Asset Management newest fund house in UK

    Ocean Dial Asset Management newest fund house in UK

    Ocean Dial Asset Management launched today as a restructured investment boutique, 100% owned and backed by Caledonia.