Portfolio Adviser
Investment news for UK wealth managers
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Latest posts
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Marcus Brookes takes over Quilter’s Cirilium fund range
Sacha Chorley and Ian Jensen-Humphreys have left the business
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Gresham House Energy Storage initiates formal sales process in u-turn on GRID
Sale follows 4.6% share price drop in October
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US midterms hold little fear for analysts
Commentators offer cautious optimism through any result
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Liontrust’s Hawtin: Barbell approach to investing in AI is the only way
'A sector label is not diversification'
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AllianceBernstein names European ETF specialist
Joins after 14 years at Citi
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Albemarle Street Partners launches ETF MPS range
Five portfolios depending on risk tolerance
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PortfolioMetrix’s Funk: Bonds are behaving exactly as they should
The headlines say bonds are broken. The evidence suggests otherwise
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Neuberger appoints Michael Bech as Nordic head
Bech joins from BNP Paribas
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LACM’s Rowe: Not all momentum is created equal
Investors should look beyond share price gains
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Fidelity launches Global Innovators fund
Fund will aim to invest in 100-200 stocks
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Fairview’s Yearsley: Tech shares finally dip as Lindsell Train delivers ‘surprise’
Emerging markets funds suffer in October
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Candriam appoints Kazim as senior relationship manager
Remit includes developing Candriam's UK business plan
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Sarasin AM launches MPS for UK advisers with American clients
Three strategies across risk levels
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Carmignac unveils global technology OEIC
The UK-domiciled portfolio is managed by Kristofer Barrett
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UBP appoints Julius Baer veteran as UK wealth management head
Brings more than 20 years of private banking experience
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Fund in 5ive: Fidelity Absolute Return Global Equity Fund
In times of extreme market volatility, investors are often encouraged to seek return streams that are uncorrelated to the movements of equities and bonds. In this Fund in 5ive, Matt Jones, portfolio manager, Systematic Equity at Fidelity International, argues why an absolute…
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Fund manager diary: Dan Carter
A week in the life of Dan Carter, investment manager in the Jupiter Japanese equities team, week commencing 7 September
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Covered: Inside systematic investing’s ‘black box’
As systematic investing has gained ground, experts discuss wider benefits and unexpected pitfalls of the approach
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Vontobel launches investment grade credit strategy
Strategy uses established 'Credit Opportunities' approach
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Lagarde to leave ECB president role nine months early
7 February departure date