02/09/2024
For over 20 years, the Partners Capital team has developed state of the art portfolio construction based on proprietary intellectual property and established a deep set of asset manager partnerships.
02/09/2024
GBP share classes
02/09/2024
Funds with a single manager can offer a greater degree of transparency, says Léonard Dorsaz, head of fund research at Piguet Galland.
02/09/2024
The firm writes that Agility 2 will be managed by a seasoned team of 15 investment professionals located in Paris
02/08/2024
Calastone Fund Flows index
02/08/2024
Fund-of-funds structure
02/08/2024
Full operations might not be achieved until 2025 but don’t expect this to materially change returns.
02/08/2024
Lenders are taking increasing provisions on debt extended to property owners and developers as loans begin to sour after rising interest rates eroded the value of buildings around the world.
02/08/2024
Analysts think management needs to consider more radical options than are currently on the table
02/07/2024
Funds run by Jupiter’s Ariel Bezalel and Nick Train are among long-term bets ditched by platform’s fund-of-funds team.
02/06/2024
Record outflows plague advised platforms in 2023
02/06/2024
This will boost sentiment at a time when the market has been fairly, and potentially harshly, negative on BP.
02/06/2024
Ritchie said it was important to look at the credentials of the firm as well as making sure the financial planners themselves are chartered.
02/06/2024
The new economic environment also means new pressures for institutional investors as fiduciaries.
02/06/2024
Legal & General Home Finance’s API link on the Advise Wise Platform will allow advisers to manage lifetime mortgage applications through its adviser platform.
02/06/2024
Profiles designed to help advisers meet Consumer Duty requirements
02/05/2024
The investment platform said there have been over £24bn of retail outflows from UK equity funds in the last two years.
02/05/2024
It added that dashboards will also help savers to be reunited with lost or forgotten pensions and support people in better planning for their retirement.
02/05/2024
Emerging market and strategic bond multi-manager funds were identified for particular issues, while HL has begun an overhaul of its fund of funds range in the last 18 months.
02/05/2024
The firm said the decision was made to maintain the integrity of the investment process following a sustained period of significant inflows.