Investors seek tailored advice
Advisers need to sharpen their offerings and provide a more personal service if they are to remain competitive as investors become increasingly prone to shopping around in the post-RDR world.
News
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Investor sentiment a tale of two sides
Investor optimism has improved over the past six months and UK and international shares in particular have become more attractive investment prospects.
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Walker Crips launches UKs first
Walker Crips is to launch the UK’s first regulated bridging finance investment fund, which will be headed up by new recruit James Allen who was specially chosen for the role.
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Polar AUM continues to swell
Polar Capital’s AUM increased by over a quarter in the three month period to the end of June 2013 and now stands at $9.2bn, up from $7.2bn at the end of March.
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gold mining shares plunge to lowest
Shares in gold mining companies have fallen 64% since their peak in August 2011 and are trading below their net asset value for the first time since 1980, potentially reaching a point where investors will find them attractive once more, according to Hargreaves Lansdown’s senior investment manager Adrian Lowcock.
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Massey takes on lead role at Canaccord Genuity WM
Ex Eden Financial principal and founder Stephen Massey has been appointed head of UK wealth management at the firm’s parent Canaccord Genuity Wealth Management.
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apcims supports govt in royal mail
The Association of Private Clients and Investment Managers chief executive, Tim May, has said the organisation will work to support the government in its flotation of the Royal Mail dubbing it as having the “potential to be one of the most significant UK share issues of the century”.
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ubs lists developed market etf in london
UBS Global Asset Management has listed a new developed market equity ETF on the London Stock Exchange offering investors exposure to key companies across a number of sectors and countries via physical replication.
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discretionary assets decisively overtake funds
Assets in discretionary mandates represented 53% or 7.3trn of total AUM in Europe at the end of 2011, compared with 6.5trn within investment funds, making a combined total of 13.8trn.
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balanced funds top sales board
The Mixed Investment 20-60% Shares Sector has dominated the sales leader board for the first six months of the year, according to Cofunds, with Jupiter Merlin Income and Invesco Perpetual Distribution hauling the lion’s share of investor cash in June.
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quilter cheviot brings forth new brand
The company formed through the merger of Quilter and Cheviot Asset Management has been formally launched, with the independently owned firm boasting £14.2bn of assets under management and 176 investment managers.
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man and nomura launch fixed income strategy
Global alternative fund manager Man Group has joined forces with Asian investment bank Nomura to launch a new fixed income strategy.