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.
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.
Tracker funds saw net retail sales of £532m in July, the highest level since Investment Management Association (IMA) records began twenty two years ago.
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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.
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.
Abraham Okusanya examines the adviser conundrum of benchmarking client portfolios...
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
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.
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...
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.
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.
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.
With the FCA's multiple spotlights converging on investment suitability, advisers are being invited to have their questions answered...
Funds from Schroders, Jupiter, and Henderson Global Investors are dominating Chelsea Financial Services’ new ratings service, FundCalibre.
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.
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...
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.
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