Waverton rolls out trio of multi-asset funds
Defensive, Cautious and Balanced options added
Defensive, Cautious and Balanced options added
Follows FCA tokenisation green light
New internal REIT index fund to be launched, and used in the portfolio, in the new year
To be managed by head of fixed income Bryn Jones and fund manager Stuart Chilvers
Key events for UK wealth managers for the week starting 27 November
Strategy to build on UN Sustainable Development Goals 14 and 6
Will be available immediately through its MPS
The £400m GAM UK Equity Income fund will be transferred to Jupiter in 2024
The Balanced Managed and Continental European funds will have lower ongoing charges
Funds will focus on ‘next generation’ investments
The companies will offer services across each other’s client bases
Adds to the firm’s £5.7bn global private wealth platform