Strategic partnership between firms
10% of new DFM money in past year
0.96% all-in fee
Offers fund selection and asset allocation
Property – the forgotten son?
Model portfolio service
Launches Defensive and Cautious sustainable funds
Challenges for the industry
‘View from the front row’
Variety of protected funds on the market
‘Chorus of consensus’ on asset classes
New business to launch later this year amid shake-up of senior roles
IA sectors – help or hindrance?
Has run Cautious Managed fund since 2011
Roles focus on portfolio construction
Spent 20 years at JPMAM
Focus on EMs, Asia and technology
Could make for 'uncomfortable conversation' with clients
To 'broaden income sources'
Total costs range from 0.32% to 0.55%
GMO and Jennison Associates appointed
Quarterly, fact-based survey
To launch on 29 January
Moving to segregated mandates