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Recent Articles

portfolio-adviser.com

Andrew Shepherd to retire as Brooks Macdonald group CEO - Portfolio Adviser

CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval
portfolio-adviser.com

LGIM promotes Ben Cherrington to head of UK wholesale - Portfolio A...

Will replace James Crossley, who is due to join Rathbones in September
portfolio-adviser.com

View from the top: M&G's Alex Matcham on people power - Portfolio A...

Alex Matcham, head of UK wholesale distribution at M&G Investments, discusses what makes a good salesperson and the rise of ‘mega wealth firms’
portfolio-adviser.com

Columbia Threadneedle’s Scott Spencer joins Square Mile as investme...

Spencer left Columbia Threadneedle alongside Kelly Prior and Rob Burdett earlier this year
portfolio-adviser.com

CCLA’s Browne on mental health: Awareness is increasing but the gap...

The stewardship lead speaks to Portfolio Adviser following the firm’s third iteration of its UK mental health benchmark
portfolio-adviser.com

Stephen Yiu: The biggest misconceptions about Blue Whale Growth - P...

The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
portfolio-adviser.com

Tritax EuroBox: No formal offer has been received from Brookfield -...

Brookfield announced it is in the ‘early stages’ of assessing a cash offer
portfolio-adviser.com

Evelyn Partners MPS team exits JPM fund and sells down Federated He...

JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
portfolio-adviser.com

Edison Group founder: Decline of the London Stock Exchange is ‘not ...

Fraser Thorne believes London must ‘learn to blow its own trumpet’ to be competitive
portfolio-adviser.com

FCA plans to overhaul how asset managers pay for investment researc...

‘Bundling’ of payments for third-party research could level the playing field for smaller asset managers
portfolio-adviser.com

BlackRock launches two actively-managed income ETFs in Europe - Por...

The equity UCITS strategies were launched due to the changing business models of clients
portfolio-adviser.com

CCLA's Corah and Berens: Why ESG funds need to raise the bar for th...

The firm is moving its products beyond the trend of ‘traditional green, clean and thematic funds’
portfolio-adviser.com

Nedgroup Investments' Ralph and Jeyarajah on 'the boutique advantag...

Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
portfolio-adviser.com

Fidelity International appoints Keith Metters as president of busin...

Will replace CEO Anne Richards, who will return as vice chair
portfolio-adviser.com

Could one spreadsheet column solve the cost disclosure crisis for t...

Gravis’s Bill MacLeod explains how a FinDaTex tweak could prevent double-counting of investment company costs
portfolio-adviser.com

Open-ended property funds: Is the future hybrid? - Portfolio Adviser

Portfolio Adviser speaks to fund selectors about what the future of property investing will look like
portfolio-adviser.com

Ashmore suffers net outflows of £3.6bn as investors remain underwei...

More than 60% of the firm’s portfolios beat their benchmarks over 12 months
portfolio-adviser.com

Platforms call for UK government to resist launching ‘retrograde’ B...

Institutional investors urged to play a more proactive role in boosting the UK stockmarket
portfolio-adviser.com

Trading tantrums: Should DIY platforms stop treating investors like...

In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
portfolio-adviser.com

EQ Investors’ Hasler to head up fund research at Hargreaves ... - P...

Investment news for UK wealth managers
portfolio-adviser.com

BlueOrchard launches impact credit fund focused on emerging ... - P...

Investment news for UK wealth managers