Managed solutions

        Barclays eyes ‘discretionary direct’ service as part of 2015 platform revamp

        Professional Adviser | 20 Oct 2014 | 09:48

        Barclays is seeking to include a D2C discretionary investment service offering model portfolios to clients in its relaunched consumer platform proposition, Professional Adviser's sister title Investment Week understands.


        Dickie Hodges to join Nomura Asset Management

        Former Legal & General (L&G) head of high alpha fixed income Dickie Hodges is to join Nomura Asset Management as he returns to the industry.

        Professional Adviser | 17 Oct 2014 | 11:06

        Old Mutual Wealth secures £585m Quilter Cheviot deal

        Old Mutual Wealth has finalised a deal to acquire Quilter Cheviot for £585m.

        Professional Adviser | 17 Oct 2014 | 07:58

    Other Managed solutions articles


      FTSE opens higher after sliding into correction territory

      The FTSE has opened 1% higher as it begins to recover from its worst one-day fall in 16 months on 15 October.

      Professional Adviser | 16 Oct 2014 | 08:05
      asia markets

      DFM Tilney adds ‘agency' option for advisers to select mandate

      Discretionary fund manager Tilney for Intermediaries is giving advisers the option of conducting the risk profile and suitability checks in-house before handing over investment responsibility.

      Professional Adviser | 15 Oct 2014 | 13:45

      Fund Focus: Peter Walls on why he is protecting against discount downside

      While reasonably confident on the outlook for markets, Peter Walls, manager of Unicorn Mastertrust, tells Maria Merricks why and how he is protecting against discount downside...

      Professional Adviser | 08 Oct 2014 | 17:25

      Asset Allocators' Soapbox: The problems with P/E and P/B ratios

      While such multiples are useful, they should not be relied upon in isolation. Chris-Tommy Simonsen on why equity investors need to look beyond the numbers...

      Professional Adviser | 08 Oct 2014 | 15:35

      Fund Focus: Robin Hepworth on why he is prepared to go against the grain

      Robin Hepworth, manager of the Ecclesiastical Higher Income fund, tells Maria Merricks where he is finding the holy grail of undervalued income opportunities...

      Professional Adviser | 02 Oct 2014 | 11:02

      Why smart beta might not be such a smart bet...

      Neil Cowell attempts to lift the lid on the much talked about active/passive hybrid...

      Professional Adviser | 02 Oct 2014 | 10:53

      Fund Focus: Philip Saunders on why he likes 'unfashionable' equities

      Philip Saunders, co-manager of Investec Diversified Growth, tells Maria Merricks why, despite general consensus, he will be backing equities for the next 12 months.

      Professional Adviser | 29 Sep 2014 | 11:05
      two businesspeople shaking hands

      SJP drops PIMCO and soft-closes two income funds in latest overhaul

      St James's Place has dropped PIMCO's team as manager of its multi-asset fund as part of a number of changes to its investment range.

      Professional Adviser | 29 Sep 2014 | 10:58

      Neil Woodford: Industry charging active fees for index performance

      Neil Woodford has criticised his own industry for charging customers too much and paying managers too high a price for tracker-style performance, in an interview with the BBC.

      Professional Adviser | 26 Sep 2014 | 08:13

      Measure up: The myriad ways advisers benchmark client portfolios

      What is your threshold for success on investment portfolios for clients? Simple question - no easy answer. Laura Miller delves into the various methods advisers use to measure themselves against the market...

      Professional Adviser | 25 Sep 2014 | 11:00

      Fidelity cuts fees on passive multi-asset range

      Fidelity Worldwide Investment has cut fees on its passive multi-asset range in another aggressive pricing move.

      Professional Adviser | 24 Sep 2014 | 15:24

      Behavioural finance: Why conventional wisdom has been surprised this year

      By simply being aware of the existence of behavioural biases, we can go some way to avoid falling victim to them. Dave Fishwick examines those surrounding bond markets this year

      Professional Adviser | 24 Sep 2014 | 10:53

      LGIM launches drawdown product to plug post-Budget gap

      Legal and General Investment Management (LGIM) has launched a multi-asset flexible drawdown product in a bid to help fill the void created by the Budget freedoms.

      Professional Adviser | 22 Sep 2014 | 13:49

      Self-sufficient? Why adviser DFMs still need a helping hand

      News that Westbury Asset Management is planning to become a discretionary fund manager (DFM) reignited the debate about the pros and cons of using such a service and the growing pressures on advisers, writes Lawrence Cook.

      Professional Adviser | 18 Sep 2014 | 15:13

      Architas cuts fees on passive multi-asset range

      Architas is the latest group to slash pricing on its range of passive multi-asset funds as the price war in the tracker space continues to rage.

      Professional Adviser | 16 Sep 2014 | 11:53

      Baring Multi-Asset sees AUM halve in a month after managers exit

      The Baring Multi-Asset fund has lost more than half of its assets in a month after Andrew Cole, Percival Stanion and Shaniel Ramjee left the group.

      Professional Adviser | 12 Sep 2014 | 15:50

      Fund Focus: City Financial's Mark Harris on why he is positioned against the consensus

      Mark Harris, manager of the City Financial Multi Asset Balanced fund, tells Maria Merricks about the important role alternatives play within the portfolio...

      Professional Adviser | 12 Sep 2014 | 12:03



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