• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      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: 14 Apr 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 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
      event logo
      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
  • Young British Steel client

Pedro Gonçalves

Follow Pedro Gonçalves

  • Twitter
  • Linkedin
  • Article feed

Articles by Pedro Gonçalves

BlackRock aims to 'reset behavioural expectations' amid misconduct claims
  • Investment
BlackRock aims to 'reset behavioural expectations' amid misconduct claims

CEO Fink pledges more action on diversity

  • 07 April 2021
Fund groups urge inclusion of past performance in PRIIPs KIDs
  • Investment
Fund groups urge inclusion of past performance in PRIIPs KIDs

Many fund groups remain unprepared for regulation changes

  • 31 March 2021
M&G to give shareholders a vote on climate plans in 2022
  • Investment
M&G to give shareholders a vote on climate plans in 2022

Committed to net zero by 2030

  • 29 March 2021
Fund managers representing $23trn in assets join net zero initiative
  • Investment
Fund managers representing $23trn in assets join net zero initiative

Fund houses commit to cut emissions by 2050

  • 29 March 2021
Former Architas duo depart Liontrust amid multi-asset team shake up
  • Managed solutions
Former Architas duo depart Liontrust amid multi-asset team shake up

Sheldon MacDonald and Nathan Sweeney are leaving

  • 25 March 2021
Hargreaves Lansdown faces legal action over Woodford fund
  • Investment
Hargreaves Lansdown faces legal action over Woodford fund

Letters Before Action sent to both HL and Link Fund Solutions

  • 22 March 2021
Helena Morrissey leaves SJP after 14 months to join AJ Bell
  • Your profession
Helena Morrissey leaves SJP after 14 months to join AJ Bell

Will step down from SJP board

  • 16 March 2021
CFA Institute launches ESG investing certificate for professionals across the globe
  • Investment
CFA Institute launches ESG investing certificate for professionals across the globe

130 hours of self-directed study required

  • 15 March 2021
Tony Yarrow to retire from Wise Funds
  • Investment
Tony Yarrow to retire from Wise Funds

Will stay on as a trustee

  • 15 March 2021
ESG ratings: Bringing transparency or just greenwashing?
  • Investment
ESG ratings: Bringing transparency or just greenwashing?

Quality of sustainability ratings brought into question

  • 04 March 2021
London to modernise listing rules as attractiveness stumbles
  • Regulation
London to modernise listing rules as attractiveness stumbles

Hill report calls for cut in free float to 15%

  • 03 March 2021
ShareAction report: Asset managers to face more scrutiny on ESG issues
  • Investment
ShareAction report: Asset managers to face more scrutiny on ESG issues

Responsible investors want more transparency

  • 01 March 2021
A false dawn or green revolution? Picking apart the UK Government's ten-point plan
  • Investment
A false dawn or green revolution? Picking apart the UK Government's ten-point plan

Jumpstarting funding for clean energy infrastructure

  • 25 February 2021
Jupiter commits to net zero across £55.7bn investment range by 2050
  • Investment
Jupiter commits to net zero across £55.7bn investment range by 2050

Asset manager joins Good Work Coalition

  • 23 February 2021
UK-domiciled funds gain £300m despite £2.3bn flowing from equity funds
  • Investment
UK-domiciled funds gain £300m despite £2.3bn flowing from equity funds

Latest Morningstar monthly flow figures

  • 19 February 2021
Jersey regulator says new Woodford firm has not applied for authorisation
  • Investment
Jersey regulator says new Woodford firm has not applied for authorisation

Trading name WCM Partners reserved

  • 18 February 2021
Phoenix set to buy 200-year old Standard Life brand from SLA - reports
  • Companies
Phoenix set to buy 200-year old Standard Life brand from SLA - reports

SLA rebranding will not be immediate

  • 12 February 2021
Active funds attract second highest inflows on record in December - IA stats
  • Investment
Active funds attract second highest inflows on record in December - IA stats

Active funds sales hit £5.2bn

  • 04 February 2021
Eight in ten global funds struggle to beat the benchmark - research
  • Investment
Eight in ten global funds struggle to beat the benchmark - research

Most global funds lagging over five years

  • 28 January 2021
Premier Miton introduces changes to its multi-manager funds range amid shake-up
  • Investment
Premier Miton introduces changes to its multi-manager funds range amid shake-up

Simon Evan-Cook to leave business later this month

  • 20 January 2021
Asset managers warn economy will get worse before it gets better
  • Investment
Asset managers warn economy will get worse before it gets better

GDP falls 2.6% in November

  • 15 January 2021
7IM to scrap VAT from MPS range from February
  • Investment
7IM to scrap VAT from MPS range from February

All-in cost of 0.25% for 7IM Active portfolio

  • 13 January 2021
FE fundinfo expands ESG offering with CSSP acquisition
  • Investment
FE fundinfo expands ESG offering with CSSP acquisition

Deal includes yourSRI.com platform

  • 07 January 2021
FCA slaps Charles Schwab UK with £9m fine over compliance failures
  • Regulation
FCA slaps Charles Schwab UK with £9m fine over compliance failures

Breaches affected retail customers

  • 21 December 2020
State Street and UBS mull asset management merger - reports
  • Investment
State Street and UBS mull asset management merger - reports

US firm also considered deal with Invesco

  • 14 December 2020
Fund managers with $9tn in assets make net zero carbon pledge
  • Investment
Fund managers with $9tn in assets make net zero carbon pledge

Initiative seeks to hit target-based net zero goal by 2050

  • 11 December 2020
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017