Fidelity’s Philalithis: ‘It’s time to take a break’
Fidelity International’s head of multi-asset investment management, Europe, Eugene Philalithis discusses his impending retirement
regulation
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Wealth management sector paid out £3.8m in FCA fines this year
An FOI request by Oxford Risk has revealed
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‘The end is almost in sight’: Gravis’s William MacLeod and Baroness Altmann on cost disclosure breakthrough
First reading of Bill to remove AIFMD classification from investment companies will take place next week
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Generation next: Elston’s Qiao on bouncing bonds and ‘true active’ investing
Elston Consulting fund selector Jackie Qiao discusses how she sees active funds evolving over the next decade
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FCA to review AIFMD rules and retail fund regulation
Chair Ashley Alder addressed feedback on regulator’s discussion paper for updating and improving the UK asset management sector
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FCA provisionally fines Jes Staley £1.8m and bans him from the industry over Epstein links
Watchdog said Staley ‘recklessly approved’ a misleading letter
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Investment Association calls for improved rules for EU clients
The IA’s views are detailed in a report titled ‘Making Investment Better for All’
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Calls for judicial review into FCA as investment trust sector faces extinction
Cost disclosure regulation has been called “illegal and irrational” amid an “emergency situation” for investment companies
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FCA sees improvement in value assessments but warns there is ‘still work to do’
FCA warns not enough firms are cutting fees
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Baillie Gifford’s Budden: 2023 ‘much more stable’ year for flows amid growth rally signals
Director of marketing and distribution James Budden speaks to Portfolio Adviser following Assessment of Value report
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13 St James’s Place funds delivered ‘insufficient value’ in latest AoV report
Funds that failed include Balanced Managed, Japan and Strategic Income
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Consumer Duty impacts active-passive debate
Seven investment experts set out their thoughts on the outlook for passive investing, fixed income, India and more