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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
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Investment Trusts

Schroders forges ahead with British Opportunities Trust launch as competitors drop out
  • Investment Trusts
Schroders forges ahead with British Opportunities Trust launch as competitors drop out

To list on 1 December

  • 10 November 2020
AIC launches investment company research tool for advisers
  • Investment Trusts
AIC launches investment company research tool for advisers

Filter and compare investment companies

  • 09 September 2020
Adviser knowledge gap hinders investment company use, research
  • Investment Trusts
Adviser knowledge gap hinders investment company use, research

Main barriers revealed

  • 30 January 2020
Investment trusts outperform sister funds over 75% of the time - AJ Bell
  • Investment Trusts
Investment trusts outperform sister funds over 75% of the time - AJ Bell

'Alarming' performance differential

  • 23 January 2020
Investors 'underwhelmed' by Barnett replacement on Edinburgh investment trust
  • Investment Trusts
Investors 'underwhelmed' by Barnett replacement on Edinburgh investment trust

Mixed industry reaction to new appointment

  • 12 December 2019
Edinburgh IT set to dump Invesco's Barnett in favour of Majedie
  • Investment Trusts
Edinburgh IT set to dump Invesco's Barnett in favour of Majedie

Follows extended period of underperformance

  • 11 December 2019
Baillie Gifford's Mileva: Hargreaves Lansdown needs to 'grow up'
  • Investment Trusts
Baillie Gifford's Mileva: Hargreaves Lansdown needs to 'grow up'

Investor urges fund group to be more cautious on promoting funds

  • 19 November 2019
Lauren Mason: Rebuilding trust after the Woodford storm
  • Investment Trusts
Lauren Mason: Rebuilding trust after the Woodford storm

Winning back consumer confidence

  • 29 October 2019
Woodford Patient Capital could suffer same fate as Equity Income fund - analysts
  • Investment Trusts
Woodford Patient Capital could suffer same fate as Equity Income fund - analysts

New manager likely to be appointed

  • 15 October 2019
Revealed: Investment Company of the Year Awards final nominees
  • Investment Trusts
Revealed: Investment Company of the Year Awards final nominees

Ceremony takes place on Wednesday 20 November

  • 11 September 2019
JPMAM to launch real assets investment trust
  • Investment Trusts
JPMAM to launch real assets investment trust

Investing in private and public markets

  • 26 July 2019
Trusts outperform equivalent fund 75% of the time - AJ Bell
  • Investment Trusts
Trusts outperform equivalent fund 75% of the time - AJ Bell

60% of time trusts also cheaper

  • 15 July 2019
Woodford urges unquoted holdings to 'demonstrate value' in performance turnaround bid - reports
  • Investment Trusts
Woodford urges unquoted holdings to 'demonstrate value' in performance turnaround bid - reports

Conversation with BMO manager

  • 31 May 2019
AIC sector revamp welcomed as alternative flows double
  • Investment Trusts
AIC sector revamp welcomed as alternative flows double

Changes come into effect on 28 May

  • 15 May 2019
AIC reveals details of trust sector overhaul following strategic review
  • Investment Trusts
AIC reveals details of trust sector overhaul following strategic review

13 new sector added and 15 renamed

  • 08 May 2019
Baillie Gifford joins peers in transferring £1.3bn IT schemes to HL
  • Investment Trusts
Baillie Gifford joins peers in transferring £1.3bn IT schemes to HL

Investment trust savings scheme

  • 23 April 2019
'Unfashionable' UK funds lead February performers
  • Investment Trusts
'Unfashionable' UK funds lead February performers

Absolute return ‘continues to disappoint’

  • 05 March 2019
Woodford IM to transfer unquoted stocks from Equity Income fund to Patient Capital trust
  • Investment Trusts
Woodford IM to transfer unquoted stocks from Equity Income fund to Patient Capital trust

Income Focus fund moves sector

  • 01 March 2019
Witan chooses Hargreaves Lansdown to take on savings schemes
  • Investment Trusts
Witan chooses Hargreaves Lansdown to take on savings schemes

'Increasing range of platforms'

  • 15 January 2019
AIC to recategorise sectors in 2019 following year-long review
  • Investment Trusts
AIC to recategorise sectors in 2019 following year-long review

'Appropriate time'

  • 26 November 2018
Revealed: Winners of the Investment Company of the Year Awards 2018
  • Investment Trusts
Revealed: Winners of the Investment Company of the Year Awards 2018

Baillie Gifford named Group of the Year

  • 22 November 2018
Merian Chrysalis investment trust caps fee for first 12 months
  • Investment Trusts
Merian Chrysalis investment trust caps fee for first 12 months

First day of dealing today

  • 06 November 2018
Merian Chrysalis raises £100m amid 'challenging' markets
  • Investment Trusts
Merian Chrysalis raises £100m amid 'challenging' markets

Half of targetted £200m

  • 02 November 2018
Terry Smith's Smithson trust beats Woodford record with £822m fundraise
  • Investment Trusts
Terry Smith's Smithson trust beats Woodford record with £822m fundraise

Smashed initial target

  • 17 October 2018
123

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FCA asks struggling firms: 'How long do you expect to remain in business?'
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Chris Budd: What to do if you are feeling fed up
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