Professional Adviser www.professionaladviser.com Market Movers: Israel-Hamas drives investors to safe haven assets <img alt="Market Movers: Israel-Hamas drives investors to safe haven assets" src="https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog Tue, 10 Oct 2023 06:31:21 +0000 Industry Voice: Multi-asset allocation views — perfect storm or storm in a teacup? <img alt="Industry Voice: Multi-asset allocation views — perfect storm or storm in a teacup?" src="https://www.professionaladviser.com/api/v1/wps/70e93fe/c4f22101-61e5-45de-9490-52a5ac947dc0/18/1200-627-v4-roi-1-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/70e93fe/c4f22101-61e5-45de-9490-52a5ac947dc0/18/1200-627-v4-roi-1-185x114.jpg https://www.professionaladviser.com/sponsored/4116811/aviva-pa-maf-multi-asset-allocation-views-perfect-storm-storm-teacup https://www.professionaladviser.com/sponsored/4116811/aviva-pa-maf-multi-asset-allocation-views-perfect-storm-storm-teacup https://www.professionaladviser.com/sponsored/4116811/aviva-pa-maf-multi-asset-allocation-views-perfect-storm-storm-teacup Fri, 9 Jun 2023 06:49:55 +0000 Ukraine crisis panel: Investment experts respond to key questions <img alt="Ukraine crisis panel: Investment experts respond to key questions" src="https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg" /> <p><!--summary start--> As we say at the start of this broadcast, a humanitarian crisis is unfolding in Ukraine and our thoughts are very much with the people there at this very frightening time. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions Thu, 10 Mar 2022 15:10:27 +0000 Lee Fisher: Choosing a CIP is a marathon not a sprint <p><!--summary start--> Using a centralised investment proposition (CIP) has brought clear benefits to our business, writes Lee Fisher. But choosing a CIP is a process that is never truly finished... <!--summary end--></p> https://www.professionaladviser.com/opinion/4029095/lee-fisher-choosing-cip-marathon-sprint https://www.professionaladviser.com/opinion/4029095/lee-fisher-choosing-cip-marathon-sprint Tue, 13 Apr 2021 11:58:48 +0000 John Husselbee: Finding real yield <p><!--summary start--> With lingering concerns remaining about equity dividends, which halved in 2020, plus growing risk and generally lower yields available from bonds, John Husselbee says income seeking investors are understandably wondering about options for 2021 and beyond <!--summary end--></p> https://www.professionaladviser.com/opinion/4029092/john-husselbee-finding-real-yield https://www.professionaladviser.com/opinion/4029092/john-husselbee-finding-real-yield Thu, 1 Apr 2021 11:43:35 +0000 Multi-Asset Review: Architas entering a new era <p><!--summary start--> Architas has built a successful multi-asset and multi-manager business in the UK, writes Cherry Reynard, but what challenges does it face as it begins a new era? <!--summary end--></p> https://www.professionaladviser.com/feature/4013134/multi-asset-review-architas-entering-era https://www.professionaladviser.com/feature/4013134/multi-asset-review-architas-entering-era Mon, 27 Apr 2020 15:34:08 +0000 Brendan McCurdy: 10 ways to approach risk <p><!--summary start--> The investment industry's tools for assessing risk are still pretty basic, according to Brendan McCurdy, and so he explores ten lenses advisers can better evaluate it... <!--summary end--></p> https://www.professionaladviser.com/opinion/4013108/brendan-mccurdy-approach-risk https://www.professionaladviser.com/opinion/4013108/brendan-mccurdy-approach-risk Wed, 22 Apr 2020 11:17:59 +0000 Tom Poulter: Cost or flexibility in the multi-manager arena? <p><!--summary start--> As cost becomes a greater consideration for investors, Tom Poulter explores how different types of multi-managers try to add value for different prices... <!--summary end--></p> https://www.professionaladviser.com/opinion/4013133/tom-poulter-cost-flexibility-multi-manager-arena https://www.professionaladviser.com/opinion/4013133/tom-poulter-cost-flexibility-multi-manager-arena Wed, 22 Apr 2020 07:07:32 +0000 Adviser investment propositions part 3: The large firm that went from restricted to independent <p><!--summary start--> In the final installment of this three-part article series, Claire Tyrrell speaks to Tim Grey at Sandringham Financial Partners about the firm's investment proposition after it went from restricted to independent in 2017 <!--summary end--></p> https://www.professionaladviser.com/feature/4013135/adviser-investment-propositions-firm-restricted-independent https://www.professionaladviser.com/feature/4013135/adviser-investment-propositions-firm-restricted-independent Wed, 1 Apr 2020 15:31:07 +0000 Adviser investment propositions part 2: The medium-sized firm <p><!--summary start--> In the second part of this triple-feature series, Claire Tyrrell explores how HFMC Wealth, a firm with 24 advisers and 11 paraplanners, caters for its 1,400 clients <!--summary end--></p> https://www.professionaladviser.com/feature/4013136/adviser-investment-propositions-medium-sized-firm https://www.professionaladviser.com/feature/4013136/adviser-investment-propositions-medium-sized-firm Tue, 31 Mar 2020 14:54:15 +0000 Adviser investment propositions part 1: The small firm that started from a crisis in the kitchen <p><!--summary start--> In the first of a three-part series profiling advice firm investment propositions, Claire Tyrrell talks to Colin Low from KingsFleet Wealth about tuning into clients' needs <!--summary end--></p> https://www.professionaladviser.com/feature/4013137/adviser-investment-propositions-small-firm-started-crisis-kitchen https://www.professionaladviser.com/feature/4013137/adviser-investment-propositions-small-firm-started-crisis-kitchen Mon, 30 Mar 2020 15:09:46 +0000 Rob Perrone: Seven substantial shortcomings of defensive equities <p><!--summary start--> Defensive equities have performed brilliantly over the last 10 years, says Rob Perrone, but repeating that performance over the next 10 will be difficult - for multiple reasons <!--summary end--></p> https://www.professionaladviser.com/opinion/4013132/rob-perrone-seven-substantial-shortcomings-defensive-equities https://www.professionaladviser.com/opinion/4013132/rob-perrone-seven-substantial-shortcomings-defensive-equities Mon, 30 Mar 2020 11:15:52 +0000 Multi-Asset Review: Why the Kames multi-asset team prioritises sharing <p><!--summary start--> Fund management can be a competitive business and the sharing of ideas is often not done easily or well, writes Cherry Reynard, who explores why the Kames multi-asset team believes it is effective collaboration that sets them apart... <!--summary end--></p> https://www.professionaladviser.com/feature/4009532/multi-asset-review-kames-multi-asset-team-prioritises-sharing https://www.professionaladviser.com/feature/4009532/multi-asset-review-kames-multi-asset-team-prioritises-sharing Wed, 19 Feb 2020 12:33:49 +0000 Why are some advisers taking on discretionary powers? <p><!--summary start--> Despite the administrative and regulatory burden on financial planners amplifying, some firms are obtaining discretionary permissions to gain more control over client portfolios. Claire Tyrrell explores... <!--summary end--></p> https://www.professionaladviser.com/feature/4009520/advisers-taking-discretionary-powers https://www.professionaladviser.com/feature/4009520/advisers-taking-discretionary-powers Tue, 18 Feb 2020 07:49:19 +0000 Salman Ansari: The problems of 'gamble theory' in attitude to risk tools <p><!--summary start--> Since its publication, prospect theory has showed no signs of losing its appeal. Salman Ansari takes a look at how the 40-year-old could lose its shine with the advent of younger risk tools <!--summary end--></p> https://www.professionaladviser.com/opinion/4009541/salman-ansari-prospect-theory-attitude-risk-tools https://www.professionaladviser.com/opinion/4009541/salman-ansari-prospect-theory-attitude-risk-tools Thu, 13 Feb 2020 17:08:57 +0000 Where do DFMs sit in the ESG equation? <p><!--summary start--> Client appetite to know exactly their investments are doing is on the rise and discretionary fund managers (DFMs) are seeing opportunity in tailoring sustainable funds, writes Claire Tyrrell. Here, she speaks to advisers and DFMs about the role discretionary managers can play in ESG investing... <!--summary end--></p> https://www.professionaladviser.com/feature/4009534/dfms-sit-esg-equation https://www.professionaladviser.com/feature/4009534/dfms-sit-esg-equation Tue, 11 Feb 2020 08:05:37 +0000 Lawrence Cook: Managing your firm's investment proposition <p><!--summary start--> There are a variety of ways of delivering an investment proposition, writes Lawrence Cook, who takes a look at developments in the DFM and MPS markets... <!--summary end--></p> https://www.professionaladviser.com/opinion/4009559/lawrence-cook-managing-firm-investment-proposition https://www.professionaladviser.com/opinion/4009559/lawrence-cook-managing-firm-investment-proposition Mon, 10 Feb 2020 16:52:56 +0000 Mapped or targeted risk? Plugging multi-asset into the advice process <p><!--summary start--> Chris Fleming explores how to best link a multi-asset fund into the advice process to match suitability, taking a deeper look at risk-mapped and risk-targeted solutions... <!--summary end--></p> https://www.professionaladviser.com/opinion/4009539/mapped-targeted-risk-plugging-multi-asset-advice-process https://www.professionaladviser.com/opinion/4009539/mapped-targeted-risk-plugging-multi-asset-advice-process Fri, 7 Feb 2020 11:20:35 +0000 Hargreaves Lansdown suffers significant withdrawals on multi-manager funds trapped in LF Equity Income <p><!--summary start--> Investors withdrew more than £500m from the six Hargreaves Lansdown (HL) multi-manager funds that are trapped in the LF Equity Income fund in the final seven months of 2019, as the funds all underperformed their sector averages, data shows. <!--summary end--></p> https://www.professionaladviser.com/news/4010236/hargreaves-lansdown-suffers-significant-withdrawals-multi-manager-funds-trapped-lf-equity-income https://www.professionaladviser.com/news/4010236/hargreaves-lansdown-suffers-significant-withdrawals-multi-manager-funds-trapped-lf-equity-income Thu, 6 Feb 2020 14:42:31 +0000 John Husselbee: Why active managers need to dismiss biases to generate alpha <p><!--summary start--> Recent events in the world of fund management will have many long-lasting effects, writes John Husselbee, and one of these will be greater pressure on, and scrutiny of, active managers <!--summary end--></p> https://www.professionaladviser.com/opinion/4009536/john-husselbee-active-managers-dismiss-biases-generate-alpha https://www.professionaladviser.com/opinion/4009536/john-husselbee-active-managers-dismiss-biases-generate-alpha Wed, 5 Feb 2020 07:49:42 +0000 Architas names new CEO as Hans Georgeson prepares to exit <p><!--summary start--> Architas has appointed Matthieu André as its new chief executive, as Hans Georgeson has decided to leave the group after a decade to pursue other opportunities outside the AXA Group. <!--summary end--></p> https://www.professionaladviser.com/news/4009806/architas-names-ceo-hans-georgeson-prepares-exit https://www.professionaladviser.com/news/4009806/architas-names-ceo-hans-georgeson-prepares-exit Thu, 30 Jan 2020 09:19:15 +0000 Charlie Morris: Expecting inflation to rise? Buy gold <p><!--summary start--> In this piece Charlie Morris delves into the historical links between inflation and gold, putting forward the case for investing in the shiny stuff <!--summary end--></p> https://www.professionaladviser.com/opinion/4009537/charlie-morris-expecting-inflation-rise-gold https://www.professionaladviser.com/opinion/4009537/charlie-morris-expecting-inflation-rise-gold Wed, 29 Jan 2020 11:17:33 +0000 Chris Bredin: How platforms are innovating <p><!--summary start--> By his own admission, most of Chris Bredin's articles in the past year have focused on negative aspects of the platform sector and so, having been back in the office for a couple of weeks, he has written about five 'cool' or genuinely helpful developments the market made in 2019... <!--summary end--></p> https://www.professionaladviser.com/opinion/4009550/chris-bredin-platforms-innovating https://www.professionaladviser.com/opinion/4009550/chris-bredin-platforms-innovating Mon, 27 Jan 2020 12:46:03 +0000 Partner Insight: Why have multi-asset funds proved popular with advisers? <p><!--summary start--> Advisers have taken to multi asset investments and the 2019 Fidelity/Professional Adviser survey explains why, says Aamina Zarfar. <!--summary end--></p> https://www.professionaladviser.com/sponsored/3078074/partner-insight-multi-asset-funds-proved-popular-advisers https://www.professionaladviser.com/sponsored/3078074/partner-insight-multi-asset-funds-proved-popular-advisers Sun, 30 Jun 2019 23:00:00 +0000 John Husselbee: Let's change the performance conversation <p><!--summary start--> Active investing may a long game but many of the standard performance metrics that measure it are not built around this - so John Husselbee is encouraged by a couple of innovations from Morningstar <!--summary end--></p> https://www.professionaladviser.com/opinion/3062342/john-husselbee-change-performance-conversation https://www.professionaladviser.com/opinion/3062342/john-husselbee-change-performance-conversation Fri, 7 Sep 2018 11:30:22 +0000 The benefits of diversification <p><!--summary start--> PARTNER INSIGHT: Many investors know that it rarely makes sense to have all their 'eggs in one basket.' That is why some investors choose to diversify. Jaime Arguello, chief investment officer of multi-manager Architas, explains why <!--summary end--></p> https://www.professionaladviser.com/sponsored/3037281/-benefits-diversification https://www.professionaladviser.com/sponsored/3037281/-benefits-diversification Wed, 8 Aug 2018 09:41:00 +0000 How can investors achieve a smoother investment journey for retirement? <p><!--summary start--> PARTNER INSIGHT: The rise in demand for multi-asset investing is largely driven by the need for a simple one-stop solution for investors, says Frank Potaczek, head of UK proposition at Architas <!--summary end--></p> https://www.professionaladviser.com/sponsored/3036774/-investors-achieve-smoother-investment-journey-retirement https://www.professionaladviser.com/sponsored/3036774/-investors-achieve-smoother-investment-journey-retirement Tue, 7 Aug 2018 03:50:00 +0000 'Alternatives are full of nasties', warns Jupiter's Amanda Sillars <p><!--summary start--> "Alternatives are full of nasties", Jupiter fund manager Amanda Sillars has warned advisers, saying she avoids "exotic" assets as they tended to be illiquid and use excessive gearing. <!--summary end--></p> https://www.professionaladviser.com/news/3032585/alternatives-nasties-warns-jupiters-amanda-sillars https://www.professionaladviser.com/news/3032585/alternatives-nasties-warns-jupiters-amanda-sillars Fri, 18 May 2018 11:02:00 +0000 Investing in alternatives at the end of a market cycle <p><!--summary start--> Partner Insight: As monetary policy begins to diverge, Michael Costa, assistant portfolio manager at Fidelity International, explains why having a proper allocation to alternative assets is becoming more important <!--summary end--></p> https://www.professionaladviser.com/sponsored/3029072/investing-alternatives-market-cycle https://www.professionaladviser.com/sponsored/3029072/investing-alternatives-market-cycle Fri, 23 Mar 2018 11:37:00 +0000 How to prepare for the normality of a market setback <p><!--summary start--> Partner Insight: James Bateman, chief investment officer for Multi Asset at Fidelity International, argues investors need to ensure they are protected against negative market movements following February's pull-back. <!--summary end--></p> https://www.professionaladviser.com/sponsored/3028790/-prepare-normality-market-setback https://www.professionaladviser.com/sponsored/3028790/-prepare-normality-market-setback Tue, 20 Mar 2018 10:07:00 +0000 Update: Jupiter Merlin team sells entire Woodford Equity Income stake <p><!--summary start--> Jupiter's multi-manager Merlin team is understood to have sold out of its entire holding in the Woodford Equity Income fund by the end of September, having started to gradually reduce its exposure in 2015 from a peak of about £947m. <!--summary end--></p> https://www.professionaladviser.com/news/3018988/jupiter-merlin-team-sold-gbp380m-woodfords-flagship-fund-2015 https://www.professionaladviser.com/news/3018988/jupiter-merlin-team-sold-gbp380m-woodfords-flagship-fund-2015 Wed, 11 Oct 2017 11:55:00 +0000 Multi-asset interview: Miton's David Jane and Anthony Rayner <p><!--summary start--> Miton multi-asset managers David Jane and Anthony Rayner talk to Julian Marr about pragmatic investing, looking in the right places for income and, above all, picking your battles <!--summary end--></p> https://www.professionaladviser.com/interview/3017900/-fight https://www.professionaladviser.com/interview/3017900/-fight Mon, 2 Oct 2017 09:48:00 +0000 'True' diversification: Is your portfolio overly exposed to equity risk? <p><!--summary start--> Russell Investments' David Vickers explains why multi-asset investors must use a broader set of asset classes in order to attain 'true diversification' that is able to properly navigate market challenges <!--summary end--></p> https://www.professionaladviser.com/sponsored/3017863/true-diversification-portfolio-overly-exposed-equity-risk https://www.professionaladviser.com/sponsored/3017863/true-diversification-portfolio-overly-exposed-equity-risk Thu, 21 Sep 2017 15:20:00 +0000 Number of consistent top-quartile funds drops below 1% over three years <p><!--summary start--> The percentage of Investment Association funds hitting top-quartile returns over a rolling three-year period has fallen below 1%, according to the latest quarterly F&C Multi-Manager survey. <!--summary end--></p> https://www.professionaladviser.com/news/3008693/-consistent-quartile-funds-drops https://www.professionaladviser.com/news/3008693/-consistent-quartile-funds-drops Thu, 20 Apr 2017 11:49:23 +0000 Burdett and Potter: Our top fund selection tips over 20 years <p><!--summary start--> Rob Burdett and Gary Potter, co-heads of F&C Multi-Manager Solutions at BMO Global Asset Management, share their six principles when investing and choosing a fund. <!--summary end--></p> https://www.professionaladviser.com/feature/2455981/burdett-potter-fund-selection-tips https://www.professionaladviser.com/feature/2455981/burdett-potter-fund-selection-tips Mon, 25 Apr 2016 15:42:00 +0000 DFM costs still 'impossible' to rate as FCA reviews due diligence <p><!--summary start--> It is still virtually impossible for advisers to compare charges for the most common outsourced investment options, putting them at risk of allegations of negligent advice, a damning report has claimed. <!--summary end--></p> https://www.professionaladviser.com/news/2446970/dfm-costs-impossible-rate-fca-reviews-diligence https://www.professionaladviser.com/news/2446970/dfm-costs-impossible-rate-fca-reviews-diligence Sun, 14 Feb 2016 19:05:00 +0000 Hargreaves reveals Strategic Asset portfolio ahead of launch <p><!--summary start--> Hargreaves Lansdown has revealed the initial portfolio of its HL Multi-Manager Strategic Assets fund, launching on 9 February. <!--summary end--></p> https://www.professionaladviser.com/news/2446079/hargreaves-reveals-strategic-asset-portfolio-ahead-launch https://www.professionaladviser.com/news/2446079/hargreaves-reveals-strategic-asset-portfolio-ahead-launch Mon, 8 Feb 2016 12:21:44 +0000 City Financial to acquire Investec Wealth's multi-asset range <p><!--summary start--> City Financial is to acquire the multi-asset range of Investec Wealth & Investment, bringing a further £204m in assets to the company. <!--summary end--></p> https://www.professionaladviser.com/news/2430747/city-financial-acquire-investec-wealths-multi-asset-range https://www.professionaladviser.com/news/2430747/city-financial-acquire-investec-wealths-multi-asset-range Fri, 16 Oct 2015 08:01:47 +0000 True Potential launches ten multi-manager discretionary portfolios <p><!--summary start--> A range of multi-manager portfolios described as providing a "premium high net worth solution for all clients" and free of investment management fees has been launched by True Potential. <!--summary end--></p> https://www.professionaladviser.com/news/2430484/true-potential-launches-multi-manager-discretionary-portfolios https://www.professionaladviser.com/news/2430484/true-potential-launches-multi-manager-discretionary-portfolios Thu, 15 Oct 2015 09:34:25 +0000