Former Killik & Co Richmond branch chief Sam Petts joins Clarion
The former chief of Killik & Co’s Richmond branch has joined Cheshire-based Clarion Wealth Planning as a financial planner.
Product News
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Janus Henderson reshuffles two distribution staff following merger
Newly merged Janus Henderson has retasked two executives on its distribution team to boost its presence in global and wholesale fund markets.
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Hargreaves Lansdown platform hosts bitcoin ETF
Hargreaves Lansdown investors can now access a dedicated bitcoin ETF through the firm’s SIPP and brokerage services.
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OMGI converts strat bond fund to absolute return
Old Mutual Global Investors is to convert the Dublin-listed version of its Global Strategic Bond Fund into an absolute return vehicle, while planning to escape the risk of “crowding” associated with funds in the sector.
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StanLife adds Smith and Williamson model portfolios to wrap
Six of Smith and Williamson’s model portfolios will be available to investors through Standard Life’s Wrap.
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Kepler launches trust income ratings
Research and advisory boutique Kepler Partners has launched an income rating system for investment trusts as it recognises the shortcomings of focusing solely on yield.
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Neuberger Berman adds global put writing fund to alts range
Neuberger Berman has added to its range of alternative Ucits funds with the launch of another put writing strategy.
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Witan ditches two of five global equity names
Witan has ditched two of its five global equity managers in a bid to improve performance through its active share potential.
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Legal & General looks to Dublin for post-Brexit hub
Investment giant Legal & General Investment Management (LGIM) is set to move certain operations to Dublin as its post-Brexit base in the EU after Brexit.
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FundsNetwork fills head of advisory vacancy after Everill departure
Fidelity’s fund platform FundsNetwork has named Jackie Boylan as head of advisory services, the role previously occupied by Jon Everill.
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Potter rage at ‘brainwashed’ industry after Morningstar downgrade
BMO GAM’s Gary Potter has hit back at the “brainwashed” fund industry’s attitude to costs after two of his F&C multi-manager funds were downgraded by Morningstar.
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Artemis and JO Hambro join Godfrey’s People’s Trust as Orbis pulls out
Daniel Godfrey’s The People’s Trust has revealed its final line-up, but Orbis Investments has pulled out.
