Negativity around robo and investment technology a few years ago prompted former hedge fund executives Ian Cadby and Jonathan Wauton to get into the online wealth management space, culminating in the launch of platform Tiller on Monday.
The Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
Morningstar Investment Management has substantially raised the cash levels in its Real Return multi-asset range as it braces for interest rate normalisation and higher volatility.
Royal London Asset Management has stated investors should invest in accumulation share classes for retirement income as the desperate search for yield pushes investors unnecessarily up the risk spectrum.
David Greene, client portfolio manager of the Amundi Absolute Return Multi Strategy, has adopted a cautious view to asset classes by having a low bond duration and low equity exposure across portfolios.
Investment managers are positioned for long-term weakness in the US dollar, sticking by emerging markets, despite recent strength in the currency.
Deutsche Wealth Management has increased the allocation to sovereign bonds in the firm’s model balanced portfolio, which forms the basis of portfolios it manages for clients in the Asia Pacific.
St James’s Place has dumped Stuart Mitchell as manager on two European equity funds, as it announces a raft of changes to its sub-advised funds.
Aviva Investors’ Paul Parascandalo and Thomas Wells believe the UK brings little to the global party while there is everything to play for in the emerging markets and US sectors.
Three-years’ track record is an important milestone in the asset management industry, but do investors stick to such hard and fast rules when it comes to assessing a fund?
Newton Investment Management has poached Andy Warwick from Blackrock as it expands its flagship multi-asset fund.
Firms offering robo-advice have been accused by the UK’s Financial Conduct Authority (FCA) of using unclear charging structures and failing to protect vulnerable clients.
