Wellian teams with IFA on bespoke model portfolio range
Wellian Investment Solutions has teamed up with IFA FiveWays Financial Planning on the launch of a bespoke managed portfolios range.
Wellian Investment Solutions has teamed up with IFA FiveWays Financial Planning on the launch of a bespoke managed portfolios range.
Following the publication of the Federal Reserve’s minutes from its July meeting, the market appears to be betting on a September lift-off for the first interest rate hike.
Investors riding market volatility on their cash piles can find high yield opportunities in the emerging market income space, says Harwood Capital’s Richard Philbin.
This week’s HEAD-TO-HEAD weighs up the Old Mutual Old Mutual UK Mid Cap and Franklin UK Mid Cap funds.
Investors who cannot see the positive long-term prospects for Japan are being too short-sighted, according to industry experts.
This week’s Head-to-Head gallery pits Lazard Global Equity Income against Artemis Global Income.
Harwood Capital’s acquisition of Wellian Investment Solutions is by no means on a par with the Old Mutual’s acquisition of Quilter Cheviot. Nor is it of a size similar to Towry’s purchase for £97m of AIM-listed Ashcourt Rowan. But, what the deal lacks in size, it could well make up for in intent and symbolism.
Harwood Capital Management has bought Wellian Investment Solutions, for an undisclosed sum, in an effort to add discretionary management to its suite of offerings.
Disappointment over the slowdown in US first quarter GDP growth should not discourage equity investors, says Harwood Capital’s Richard Philbin, but they should tread a little more carefully.
Recent ructions in bond markets have underlined how quickly market sentiment can change, particularly with regard to interest rate expectations.
A raft of regulatory changes and a backdrop of low yield from traditional income investments means the exponential rise in the popularity of multi-asset funds is unlikely to taper off any time soon.