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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
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Katrina Lloyd

Editor

Katrina Lloyd has been editor of Investment Week since October 2011. Prior to this, she was editor of sister Incisive titles ifaonline.co.uk and Professional Adviser magazine (now combined into professionaladviser.com). Katrina started her journalism career at fundstrategy magazine.

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Articles by Katrina Lloyd

PA parent Incisive Media launches Sustainable Investment Festival
  • Investment
PA parent Incisive Media launches Sustainable Investment Festival

Join us on 22-24 June

  • 18 January 2021
Responsible Investment 101: What investors need to know about stewardship
  • Investment
Responsible Investment 101: What investors need to know about stewardship

Face-to-face with Rathbones' Matt Crossman

  • 14 December 2020
LGBT Great and Incisive Media unite to champion LGBT+ agenda in financial services
  • Your profession
LGBT Great and Incisive Media unite to champion LGBT+ agenda in financial services

New partnership to champion industry diversity and inclusion

  • 17 November 2020
Responsible Investment 101: What advisers need to know about ESG integration
  • Investment
Responsible Investment 101: What advisers need to know about ESG integration

Effectively measuring ESG factors

  • 23 June 2020
Responsible Investment 101: What investors need to know about impact investing
  • Investment
Responsible Investment 101: What investors need to know about impact investing

Shifting industry focus towards greater sustainability

  • 23 June 2020
Editor's View from the Desk #2: The Ballad of Reading Gaol
  • Your profession
Editor's View from the Desk #2: The Ballad of Reading Gaol

Doing all we can to support readers

  • 17 March 2020
Editor's View from the Desk #1: 'Reaching out' as we enter a new stage in the coronavirus crisis
  • Your profession
Editor's View from the Desk #1: 'Reaching out' as we enter a new stage in the coronavirus crisis

Doing all we can to support readers

  • 16 March 2020
Revealed: The finalists for the Women in Investment Awards 2018
  • Investment
Revealed: The finalists for the Women in Investment Awards 2018

Ceremony takes place on 28 November

  • 11 September 2018
Revealed: Finalists for Fund Manager of the Year Awards 2018
  • Investment
Revealed: Finalists for Fund Manager of the Year Awards 2018

This year's event takes place on 5 July

  • 31 May 2018
Jupiter's Chatfeild-Roberts on 'finding next Woodford' and more
  • Managed solutions
Jupiter's Chatfeild-Roberts on 'finding next Woodford' and more

Challenges for the industry

  • 15 March 2018
Revealed: Winners of the Women in Investment Awards 2017
  • Investment
Revealed: Winners of the Women in Investment Awards 2017

Honouring the industry's trailblazers

  • 30 November 2017
Investment Week Tax Efficiency Awards - finalists revealed
  • Tax Planning
Investment Week Tax Efficiency Awards - finalists revealed

Ceremony on 1 December

  • 06 November 2017
Moody's downgrades UK credit rating on Brexit uncertainty
  • Economics / Markets
Moody's downgrades UK credit rating on Brexit uncertainty

From Aa1 to Aa2

  • 25 September 2017
Merkel wins fourth term but Germany now 'less predictable'
  • Economics / Markets
Merkel wins fourth term but Germany now 'less predictable'

Historic breakthrough for AfD

  • 25 September 2017
Woodford Patient Capital trust reports performance turnaround in first half of 2017
  • Investment Trusts
Woodford Patient Capital trust reports performance turnaround in first half of 2017

Company progress started to be reflected in valuations

  • 04 August 2017
Who triumphed at the IW Fund Manager of the Year Awards 2017?
  • UK
Who triumphed at the IW Fund Manager of the Year Awards 2017?

Ceremony at the Royal Albert Hall on 6 July

  • 07 July 2017
Giles Kidd-May seeks industry support for Active Funds Alliance
  • Your profession
Giles Kidd-May seeks industry support for Active Funds Alliance

Educating investors on active/passive differences

  • 05 July 2017
Brewin Dolphin explores service for clients 'with less complex needs'
  • Investment
Brewin Dolphin explores service for clients 'with less complex needs'

Reports record net discretionary inflows

  • 17 May 2017
Jupiter targets initial £200m for new Emerging & Frontier Income trust
  • Investment Trusts
Jupiter targets initial £200m for new Emerging & Frontier Income trust

Unconstrained approach

  • 13 April 2017
Bonham Carter kicks off CASCAID charity push with New Zealand skydive
  • People
Bonham Carter kicks off CASCAID charity push with New Zealand skydive

£1m target for Cancer Research UK

  • 14 December 2016
Burdett and Potter and the other 'ambassadors' driving CASCAID charity push
  • People
Burdett and Potter and the other 'ambassadors' driving CASCAID charity push

£1m target for Cancer Research UK

  • 05 December 2016
Revealed: Winners of inaugural Tax Efficiency Awards
  • Tax planning
Revealed: Winners of inaugural Tax Efficiency Awards

Recognising forward-thinking providers

  • 05 December 2016
BoE deputy governor flags scrutiny of fund liquidity promise
  • Economics / Markets
BoE deputy governor flags scrutiny of fund liquidity promise

Concerns about fund fire sale

  • 07 November 2016
We do care about culture in financial services firms - FCA's Andrew Bailey
  • Regulation
We do care about culture in financial services firms - FCA's Andrew Bailey

More progress needed on Senior Managers Regime

  • 28 September 2016
Premier Asset Management plans £200m float - report
  • Companies
Premier Asset Management plans £200m float - report

Testing appetite for a listing

  • 19 September 2016
FCA backs away from fund charge cap in competition study -  report
  • Regulation
FCA backs away from fund charge cap in competition study - report

Paper due in Q4

  • 12 September 2016
Osborne calms markets as FTSE 100 only down 0.8%; Gilt yields fall to 1% for first time ever
  • Economics / Markets
Osborne calms markets as FTSE 100 only down 0.8%; Gilt yields fall to 1% for first time ever

Futures markets had predicted 3% opening fall

  • 27 June 2016
Baillie Gifford unveils Multi Asset Growth fund
  • Investment
Baillie Gifford unveils Multi Asset Growth fund

Run by Edwardson and team

  • 23 May 2016
M&G to launch new D2C online service offering lower fund charges
  • Investment
M&G to launch new D2C online service offering lower fund charges

Will stop charging investors for external research at start of 2017

  • 23 May 2016
Norris takes full ownership of Argonaut; Polin made chair; Russ and Income funds move to Liontrust
  • Investment
Norris takes full ownership of Argonaut; Polin made chair; Russ and Income funds move to Liontrust

Changes at Europe boutique

  • 07 April 2016
Katherine Garrett-Cox to leave Alliance Trust after nine years
  • Investment
Katherine Garrett-Cox to leave Alliance Trust after nine years

Hand over CEO role of ATI in March

  • 15 February 2016
  • Emerging Markets
Blog: The challenges ahead for Stewart Investors as Tulloch steps back

The announcement by Stewart Investors that Angus Tulloch and Jonathan Asante are stepping down from a number of funds will have unsettled investors, perhaps far more than any other high profile manager moves of the past.

  • 10 November 2015
Update: Hargreaves shares soar 6% despite profits fall
  • Your profession
Update: Hargreaves shares soar 6% despite profits fall

Assets under administration up 18%

  • 09 September 2015
  • Investment
Explore Investment Week's brand new website

Professional Adviser's sister title Investment Week has launched a brand new website, Investmentweek.co.uk

  • 25 August 2015
Jupiter sales director Crawford to leave next month
  • Investment
Jupiter sales director Crawford to leave next month

Chris Crawford, sales and marketing director at Jupiter, is to depart after seven years at the fund manager.

  • 06 August 2013
  • Investment
Darling: Europe should still be our main concern

Former Chancellor Alistair Darling has warned Europe and its plethora of problems continues to pose the greatest threat to the UK unless growth returns.

  • 09 July 2013
  • Economics / Markets
Ex-Chancellor Darling: govt must avoid Lloyds and RBS 'firesale'

Former Chancellor Alistair Darling, who oversaw the bail-out of RBS and Lloyds in 2008, has urged the government to avoid a rapid disposal of taxpayers' stakes in the banking giants.

  • 24 June 2013
  • Wrap/platforms
L&G acquires Cofunds in £131m deal

Legal & General (L&G) has agreed to acquire the 75% share capital of Cofunds which it does not already own, for a cash consideration of £131m.

  • 26 March 2013
  • Investment
Brewins names new chairman and CEO as Matheson steps down

Brewin Dolphin has appointed Simon Miller to the role of non-executive chairman and David Nicol as chief executive in a board reshuffle.

  • 21 March 2013
  • Investment Trusts
Revealed: Investment Company of the Year Award winners 2012

Investment Week hosted our 14th annual Investment Company of the Year Awards at a glittering ceremony in London last night.

  • 23 November 2012
  • Investment
Henderson suffers £1.1bn net outflow in Q3

Henderson reported net outflows of £1.1bn in Q3, with net retail outflows making up £296m of the total.

  • 01 November 2012
  • Fixed Income
L&G Investments to launch corporate bond index fund

Legal & General Investments (LGI) is set to launch an index fund linked to the highest quality issues in the sterling corporate bond market at the end of the month.

  • 20 August 2012
  • Regulation
Charles Stanley profits take £1.6m FSCS levy hit

Charles Stanley, the stockbroking and investment management group, reported pre-tax profits fell 37% to £8.5m for the year ended 31 March 2012.

  • 14 June 2012
  • Software
Download now: Investment Week iPad app launches

Investment Week is delighted to announce our new iPad app is now available from the iTunes store via Mag+.

  • 30 April 2012
  • Investment General
Investment firms' compliance spend 'surprisingly low'

The investment management sector's low reported levels of compliance spending are "hard to believe", according to a quarterly survey from the CBI and PwC.

  • 02 April 2012
  • Economics / Markets
LIVE Budget webcast: Tune in from 3pm tomorrow

BUDGET 2012

  • 20 March 2012
  • Your profession
Out today: Don't miss your new-look Investment Week

Investment Week, Professional Adviser's and IFAonline's sister title, has a new look, with its first revamped issue out today.

  • 27 February 2012
Invesco launches global financials fund for Causer and Read
  • Global Funds
Invesco launches global financials fund for Causer and Read

Invesco Perpetual is launching a Global Financial Capital fund, managed by co-heads of fixed income Paul Causer and Paul Read alongside CIO Nick Mustoe, to tap into long term structural reform of the financials sector.

  • 20 January 2012
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