Companies

  • Some like it hot Asset allocator with

    Some like it hot Asset allocator with

    Birmingham-based family business Margetts Fund Management was one of the pioneers of risk-rated funds back in the 1990s. This came about after Toby Ricketts father, Tim, had left his job in the 1980s with Equitable Life to set up an IFA joint venture with a stockbroking firm, and in 1992 found the need to put…

  • DeVere set for aggressive UK expansion

    DeVere set for aggressive UK expansion

    International advice firm deVere has announced plans to aggressively develop in the UK and capitalise on the areas improving economy and pension changes.

  • Alliance Trust digs in for battle

    Alliance Trust digs in for battle

    Alliance Trusts board has unanimously rejected a proposal from major shareholder Elliott Advisors to add three new members.

  • Alliance trust digs in for battle

    Alliance trust digs in for battle

    Alliance Trusts board has unanimously rejected a proposal from major shareholder Elliott Advisors to add three new members.

  • BlackRock unveils UK real estate ETF

    BlackRock unveils UK real estate ETF

    The worlds largest asset manager, BlackRock, has launched its second exchange-traded fund (ETF) which aims to mirror the risk and return profile of UK real estate.

  • Scale concerns see First State split FSS business

    Scale concerns see First State split FSS business

    First State Investments has decided to split First State Stewart into two in a bid to retain its flexible investment approach.

  • Julius Baer poaches Barclays

    Julius Baer poaches Barclays

    Swiss banking group Julius Baer has appointment two senior Barclays Wealth figures to its UK team as it looks to offer wealth management services to north-west England.

  • Aberdeen AM launches China A share fund

    Aberdeen AM launches China A share fund

    Global investment manager Aberdeen Asset Management has launched a China A-share fund with the aim of achieving long term growth for investors through the Chinese stock market.

  • LGIM positioning for the retirement flood

    LGIM positioning for the retirement flood

    Legal & General Investment Management expects new business volumes to grow strongly in 2015 as the firm benefits from the ongoing de-risking of defined benefit pension market.

  • GAM to grow multiasset drop Swiss Global

    GAM to grow multiasset drop Swiss Global

    GAM Holdings plans to strengthen its position in the multi-asset space as it seeks to take advantage of growing demand for outsourced chief investment officer solutions.

  • Carmignac equity fund managers leave for personal reasons

    Carmignac equity fund managers leave for personal reasons

    Two Carmignac emerging equity fund managers have left the Parisian investment firm for personal reasons as Xavier Hovasse and David Park take their place.

  • Axa Wealth Intl has moderate FUM growth of

    Axa Wealth Intl has moderate FUM growth of

    Axa Wealth International has seen modest growth in funds under management which rose by £400m in 2014, despite a “challenging” post-RDR environment.