Managed solutions

        Aviva Investors promotes head of equities Lis to CIO

        Professional Adviser | 02 Sep 2014 | 16:17

        Aviva Investors has promoted David Lis to chief investment officer for equities and multi-asset as new chief executive Euan Munro continues to make changes at the group.


        Novia takes stake in wealth business to boost DFM service

        Wrap platform Novia has formed a strategic partnership with Tavistock by teaming up with Cocoon Investments to acquire a £250,000 stake in the business.

        Professional Adviser | 01 Sep 2014 | 08:48

        IMA: Tracker funds net retail sales highest on record at £532m

        Tracker funds saw net retail sales of £532m in July, the highest level since Investment Management Association (IMA) records began twenty two years ago.

        Professional Adviser | 27 Aug 2014 | 10:18

    Other Managed solutions articles


      IMA considers risk-targeted sectors as number of unclassified funds soars

      The Investment Management Association (IMA) is understood to be looking at a range of sectors for the increasing number of risk-targeted funds which are choosing to remain unclassified.

      Professional Adviser | 26 Aug 2014 | 12:48

      DFM Thomas Miller losses deepen to £574k

      Discretionary fund manager Thomas Miller Investment extended its losses by almost £200,000 last year after investing in the business.

      Professional Adviser | 22 Aug 2014 | 12:43
      Piggy Bank

      Where did the smart money go in July?

      Investors have been withdrawing from higher risk assets but appear stumped over what to do next with the cash. Cherry Reynard reports...

      Professional Adviser | 14 Aug 2014 | 08:00

      Barings multi-asset managers Stanion and Cole quit

      Barings has hired two former Schroders managers to strengthen its investment team after multi-asset managers Andrew Cole, Percival Stanion and Shaniel Ramjee quit the group.

      Professional Adviser | 13 Aug 2014 | 12:35

      Investment Committee Insider: Good (and bad) adviser benchmarks for client portfolios

      Abraham Okusanya examines the adviser conundrum of benchmarking client portfolios...

      Professional Adviser | 12 Aug 2014 | 10:40

      Asset Allocators' Soapbox: Don’t underestimate the threat of inflation

      It may be lingering below the Bank of England’s target but inflation remains a real risk to investors. T.Bailey’s Peter Askew explains how to protect portfolios from its corrosive effects

      Professional Adviser | 08 Aug 2014 | 13:56

      Infrastructure: How sustainable are yields?

      Rising interest rates present a significant risk to this otherwise compelling asset class, writes Robert Salter, investment management director at Brooks Macdonald Asset Management

      Professional Adviser | 08 Aug 2014 | 13:46

      Threadneedle launches multi-asset income fund after pension reforms

      Threadneedle has launched a Global Multi Asset Income fund, to be managed by Toby Nangle, as it seeks to provide an alternative vehicle for retirement assets.

      Professional Adviser | 31 Jul 2014 | 11:51

      Fund Focus: Old Mutual's Stewart Cowley on how to prepare for rising interest rates

      Stewart Cowley, manager of the Old Mutual Managed fund, tells Maria Merricks how he is preparing for a rise in interest rates and bond yields...

      Professional Adviser | 31 Jul 2014 | 08:00

      Risk factor investing: The path to true diversification

      Diversification strategies need to go further than simply picking asset classes perceived uncorrelated. Portfolio risks must be deconstructed on a factor basis instead, explains Franklin Templeton’s Toby Hayes.

      Professional Adviser | 31 Jul 2014 | 07:55

      JOHCM plans multi-asset launch after pension reforms

      JO Hambro Capital Management is considering rolling out a multi-asset range as it looks to benefit from pension reforms, its chief executive has said.

      Professional Adviser | 29 Jul 2014 | 12:07

      DFMs under pressure over portfolio charges as FCA mulls review

      Discretionary fund managers (DFMs) are facing growing pressures to standardise managed portfolio fees as the Financial Conduct Authority (FCA) considers warning advisers against using any service where costs are not clear.

      Professional Adviser | 29 Jul 2014 | 08:49

      Run the money or outsource? Book your spot at the first ever FE Investment Summit

      With the FCA's multiple spotlights converging on investment suitability, advisers are being invited to have their questions answered...

      Professional Adviser | 28 Jul 2014 | 15:53

      Schroders, Jupiter, and Henderson dominate Chelsea’s buy list

      Funds from Schroders, Jupiter, and Henderson Global Investors are dominating Chelsea Financial Services’ new ratings service, FundCalibre.

      Professional Adviser | 28 Jul 2014 | 08:06

      Brooks Macdonald poised to complete takeover as assets grow 28%

      Brooks Macdonald said today it will complete a deal to buy risk-adjusted funds house Levitas Investment Management "imminently" after reporting another jump in discretionary assets under management.

      Professional Adviser | 24 Jul 2014 | 08:04

      Fund Focus: JPM's Talib Sheikh on finding alternative income plays

      Talib Sheikh, manager of the JPM Multi-Asset Income fund, tells Maria Merricks what he is replacing European fixed interest with and where he is finding alternative income plays...

      Professional Adviser | 24 Jul 2014 | 08:00

      Charles Stanley 'cautious' as commission income falls

      Charles Stanley has said it is approaching the coming months with caution after witnessing falling commission income, and significant costs to invest in the business.

      Professional Adviser | 23 Jul 2014 | 07:46



    Should SIPPs go into peer to peer lending?