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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: 10 Mar 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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      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
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Lauren Mason

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Articles by Lauren Mason

Former 7IM head of wealth management to join James Hambro & Partners
  • Your profession
Former 7IM head of wealth management to join James Hambro & Partners

Montgomery to open Edinburgh office

  • 01 February 2021
Unloved targeted absolute return sector suffers £12bn outflows in 2020
  • Investment
Unloved targeted absolute return sector suffers £12bn outflows in 2020

'Varied' and 'poor' performance slammed

  • 18 January 2021
Baroness Helena Morrissey among senior industry allies to launch racial equality campaign
  • Investment
Baroness Helena Morrissey among senior industry allies to launch racial equality campaign

Shifting the narrative to support equality

  • 18 January 2021
ASI buys 60% stake in real estate specialist manager Tritax
  • Property Investment
ASI buys 60% stake in real estate specialist manager Tritax

Tritax management team remains unchanged

  • 09 December 2020
SLA to sell Parmenion platform in ongoing bid to 'simplify' business - reports
  • Wrap/platforms
SLA to sell Parmenion platform in ongoing bid to 'simplify' business - reports

£6.5bn AUM

  • 30 November 2020
'The worst outcome for markets': 'Electoral paralysis' as Trump bids to halt vote counting
  • Economics / Markets
'The worst outcome for markets': 'Electoral paralysis' as Trump bids to halt vote counting

2020 US Election

  • 04 November 2020
Odey AM launches new fund for Crispin as founder steps back from company's helm
  • Investment
Odey AM launches new fund for Crispin as founder steps back from company's helm

Will be 'focusing on investment'

  • 03 November 2020
Applying the brakes? Growth stocks expected to slow after US election regardless of result
  • Economics / Markets
Applying the brakes? Growth stocks expected to slow after US election regardless of result

High-volatility and small-cap firms possible winners

  • 03 November 2020
ESG funds to outpace regular funds' AUM by 2025 - reports
  • Investment
ESG funds to outpace regular funds' AUM by 2025 - reports

ESG funds are set to hold more assets under management than their non-ESG counterparts by 2025, according to a PwC report first seen by the FT.

  • 19 October 2020
Economic recovery to continue into 2021 - Aviva Investors
  • Economics / Markets
Economic recovery to continue into 2021 - Aviva Investors

Additional full lockdowns to be avoided

  • 15 October 2020
What is the best way to sift through greenwashing and find an ESG fund aligned with your interests?
  • Investment
What is the best way to sift through greenwashing and find an ESG fund aligned with your interests?

The Big Question on ethical investing

  • 01 October 2020
What is the best way to sift through greenwashing and find an ESG fund aligned with your interests?
  • Investment
What is the best way to sift through greenwashing and find an ESG fund aligned with your interests?

The Big Question on ethical investing

  • 28 September 2020
New lockdown restrictions will set back economic growth by a year - Capital Economics
  • Economics / Markets
New lockdown restrictions will set back economic growth by a year - Capital Economics

Policy response depends on 'severity' of new restrictions

  • 22 September 2020
Morningstar: UK equity funds suffer £2.6bn August outflows
  • Investment
Morningstar: UK equity funds suffer £2.6bn August outflows

Outflows from UK equity funds gathered pace in August, with £2.6bn of assets being pulled from the market area over the course of the month, according to Morningstar’s latest fund flows report.

  • 18 September 2020
AJ Bell launches third-party DFM service
  • Investment
AJ Bell launches third-party DFM service

Will offer access to FE fundinfo and LGT Vestra portfolios

  • 17 August 2020
'My name didn't match my face': JPMAM's Lambert on being colour brave, unmasking microaggressions and talking about black
  • Your profession
'My name didn't match my face': JPMAM's Lambert on being colour brave, unmasking microaggressions and talking about black

'I learned there was a cruel lack of representation in the industry at a senior level'

  • 11 August 2020
Value assessment forces two Baillie Gifford funds closures
  • Investment
Value assessment forces two Baillie Gifford funds closures

UK government bond funds shut down

  • 31 July 2020
'It is not going away': Virologist fund manager Dr Ogden discusses all things coronavirus
  • Investment
'It is not going away': Virologist fund manager Dr Ogden discusses all things coronavirus

Single vaccine 'not enough' to treat patients

  • 31 July 2020
Diversity Project targets 30% female fund managers by 2030
  • Investment
Diversity Project targets 30% female fund managers by 2030

The 30% Club launched

  • 30 July 2020
Multi-asset managers dismiss bubble fears as gold price reaches record high
  • Investment
Multi-asset managers dismiss bubble fears as gold price reaches record high

Gold miners offer best access

  • 28 July 2020
Chancellor Sunak orders review of capital gains tax
  • Tax planning
Chancellor Sunak orders review of capital gains tax

'Feels like starting pistol for a tax grab'

  • 14 July 2020
'Undoubtedly worrying figures': UK GDP rebounds by lacklustre 1.8%
  • Economics / Markets
'Undoubtedly worrying figures': UK GDP rebounds by lacklustre 1.8%

Latest figures make for 'grim reading'

  • 14 July 2020
Aviva appoints Amanda Blanc CEO as Tulloch departs
  • Your profession
Aviva appoints Amanda Blanc CEO as Tulloch departs

Tulloch steps down on family health reasons

  • 06 July 2020
Hargreaves Lansdown relaunches new 68-strong Wealth Shortlist
  • Investment
Hargreaves Lansdown relaunches new 68-strong Wealth Shortlist

Formerly Wealth 50

  • 30 June 2020
LGIM's Onuekwusi awarded Freedom of City of London for inclusion advocacy
  • Investment
LGIM's Onuekwusi awarded Freedom of City of London for inclusion advocacy

Recognition for diversity campaigns

  • 25 June 2020
£1.3bn fraud claim filed against HSBC UK Bank for 'sham' film investment scheme
  • Regulation
£1.3bn fraud claim filed against HSBC UK Bank for 'sham' film investment scheme

'Catastrophic for unwitting investors'

  • 22 June 2020
Rathbones launches two new multi-asset funds in RMAP range
  • Investment
Rathbones launches two new multi-asset funds in RMAP range

Managed by David Coombs and Will McIntosh-Whyte

  • 22 June 2020
GAM issues fourth profit warning in two years
  • Investment
GAM issues fourth profit warning in two years

Forced to book a £438m non-cash impairment

  • 22 June 2020
Schroders Personal Wealth CEO to exit
  • Your profession
Schroders Personal Wealth CEO to exit

'Pursue other opportunities'

  • 18 June 2020
The 'looking at your shoes' moment: Let's talk about race
  • Investment
The 'looking at your shoes' moment: Let's talk about race

The industry's wake-up call to end racism and boost diversity

  • 15 June 2020
The seven UK equity funds halving the FTSE's losses during the pandemic
  • Investment
The seven UK equity funds halving the FTSE's losses during the pandemic

The products bucking the trend

  • 11 May 2020
Hargreaves Lansdown to scrap Wealth 50 List - reports
  • Investment
Hargreaves Lansdown to scrap Wealth 50 List - reports

16 months after its launch

  • 04 May 2020
Investec Wealth CEO Wragg steps down after 20 years at firm
  • Investment
Investec Wealth CEO Wragg steps down after 20 years at firm

Will be replaced by COO Ciaran Whelan

  • 27 April 2020
Tilney/Smith & Williamson merger delayed due to coronavirus pandemic
  • Your profession
Tilney/Smith & Williamson merger delayed due to coronavirus pandemic

'Significant progess' made in FCA talks so far

  • 15 April 2020
Barnett ousted from PLY: Justified or a 'Doctor Doom' moment?
  • Investment
Barnett ousted from PLY: Justified or a 'Doctor Doom' moment?

Could spell bottom for value, say experts

  • 07 April 2020
Lindsell Train funds breach UCITS concentration rules - reports
  • Companies
Lindsell Train funds breach UCITS concentration rules - reports

Individual holdings breach limits

  • 06 April 2020
'The solution of yesteryear': Industry says BoE rate cut is 'meaningless'
  • Investment
'The solution of yesteryear': Industry says BoE rate cut is 'meaningless'

Move from central bank is ‘surprising’

  • 20 March 2020
'Whatever it takes' or 'just not enough'? Industry warns Sunak's stimulus is 'storing up problems'
  • Economics / Markets
'Whatever it takes' or 'just not enough'? Industry warns Sunak's stimulus is 'storing up problems'

Calls for helicopter money

  • 18 March 2020
The coronavirus precautions put in place by asset managers
  • Investment
The coronavirus precautions put in place by asset managers

Business travel and quarantine guidelines

  • 06 March 2020
GDIM launches three new ethical investment model portfolios
  • Investment
GDIM launches three new ethical investment model portfolios

Cautious, Moderately Aggressive and Aggressive portfolios

  • 21 February 2020
Square Mile strips ratings from Investec and Franklin funds
  • Investment
Square Mile strips ratings from Investec and Franklin funds

Following 33 fund manager meetings in January

  • 06 February 2020
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