portfolios
Investment
London and Capital's Daniel Freedman talks to Dan Jones about the future of model portfolios, the group's decision to move further up the wealth scale, and its expansion plans.
24 June 2015
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7 min read
Wealth Management
Dan Kemp has been promoted to chief investment officer for Europe, Middle East, and Africa (EMEA) at Morningstar, replacing Daniel Needham.
08 June 2015
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Wealth Management
Charles Stanley's William Tong has joined Waverton Investment Management's managed funds team as business development manager.
08 June 2015
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Investment
Old Mutual Global Investors (OMGI) has changed the dealing frequency on its $3bn Global Equity Absolute Return (GEAR) fund, extending its capacity beyond a previously suggested limit.
08 April 2015
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1 min read
Investment
Fund buyers are steering clear of higher-yielding equity income funds on fears managers are taking too much risk in their quest to deliver payouts.
07 April 2015
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3 min read
Advisory
The term ‘robo-advisor' has been around in the US for the past six or seven years. It usually refers to online investment management sites that run portfolios through unique algorithms or, to put it another way, take the human element out of investing....
09 March 2015
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Financial services
The Investment Association (IA) has proposed a new method of presenting portfolio turnover rates, and called for transaction fees to be separated from fixed costs, as part of a push for more comprehensive fund fee disclosure.
10 February 2015
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