Wealth manager Q&A with PortfolioMetrix’s Alex Funk: Model project
The CIO has witnessed the adoption of model portfolios reshape the investment landscape but believes there is still work to be done
regulation
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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Pisces receives investment community support, but raises liquidity questions
Industry commentators weigh in on how the market will fit with current investing environment
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FCA proposes extending investment research rules to pooled funds
Regulator wants to widen scope of recent research rule overhaul to UCITS and alternative investment funds
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FCA’s call for input post-Consumer Duty nears deadline
Industry commentators have welcomed the FCA’s desire to seek feedback on how it can simplify retail conduct rules and guidance
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Redwheel CEO on the launch of new emerging market impact strategy
Tord Stallvik tells Portfolio Adviser about the firm’s new acquisition
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Impact Healthcare Reit changes name following SDR regulations
Impact Healthcare Reit has rebranded to Care Reit
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Keir Starmer: ‘We will rip up the bureaucracy that blocks investment’
Complex regulation is delaying growth projects and turning away investment, the prime minister said
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Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
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Wealth manager Q&A with Nji Lorimer: The human touch
Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place
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CCLA’s Dame Sara Thornton: Forced labour is ‘a feature of the system’ in the UK
Weak legislation has turned the UK into ‘a dumping ground’ for slavery-linked goods and services
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Generation next with Sarasin & Partners’ Tom Kynge: People skills are key
The portfolio manager on why in a world of rising geopolitical tension, understanding human behaviour is more important than ever