Generation next with Close Brothers AM’s Francesca Bartholdi: A big hitter
Prior to a career in wealth management, Bartholdi pursued her love for tennis and ended up managing the players’ area at Wimbledon
Investment
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MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
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Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood
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Janus Henderson: Global dividends reach $431.1bn in Q3
88% of companies globally either raised payouts or maintained their level
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Edinburgh Worldwide to undergo restructure following poor performance
Baillie Gifford is to change the £630m trust’s investment policy after its share price halved in three years
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Finsbury Growth & Income weighs up ‘tactical opportunities’ in UK stockmarket
Manager Nick Train looks to deploy cash into ‘one or two’ new holdings
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‘More than we imagined’: Ark Invest Europe reflects on Rize deal
Ark Invest Europe head and co-founder of Rize ETF Stuart Forbes sat down with Portfolio Adviser to reflect on Ark’s first year in Europe
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SEGRO offer for Tritax EuroBox lapses
After SEGRO agreed deal with rival bidder Brookfield to split the Tritax EuroBox portfolio
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Nuveen: How private capital can protect against inflation
Wealth managers are looking for new ways to protect their portfolios against inflation as traditional assets fail, writes Harry Bush
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BlackRock launches top 20 S&P 500 ETF
The fee is 0.2% and the ticker is SP20
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Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
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BlackRock Sustainable American Income Trust changes name ahead of SDR
Trust drops ‘Sustainable’ from its name ahead of SDR