• Home
  • Multi-Asset
  •  
    Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  •  
    Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Diversity
  • Events
  • Whitepapers
  • Industry blogs
  • EM and Asia spotlight
  • Newsletters
  • ESG spotlight
  • Sign in
  • Events
    • Upcoming events
      event logo
      Professional Adviser's Working Lunches in partnership with Orbis Investments - 2019

      Join us in March for the Professional Adviser Working Lunch series in partnership with Orbis Investments.

      • Date: 05 Mar 2019
      • Knutsford, Leeds, Surrey, Bristol
      event logo
      Professional Adviser Working Lunches 2019 - Baillie Gifford & First State Investments

      Professional Adviser is delighted to announce the launch of the new Working Lunches in partnership with Baillie Gifford and First State Investments. Travelling across the UK to provide valuable market insights for Senior Financial Advisers.

      • Date: 13 Mar 2019
      • Southhampton, Worcester, Durham, Norwich, Liverpool, Exeter, Sheffield, Leicester, Nottingham
      event logo
      Professional Adviser 360 2019

      The highly anticipated Professional Adviser 360 conference is taking place on 25th April 2019 at The Brewery in London.

      • Date: 25 Apr 2019
      • The Brewery Chiswell Street London EC1Y 4SD, London
      event logo
      Fund Manager of the Year Awards 2019

      The 2019 Fund Manager of the Year returns on Thursday 27th June 2019, Grosvenor House Hotel, London. Save the date.

      • Date: 27 Jun 2019
      • Grosvenor House Hotel 86-90 Park Lane Mayfair London W1K 7TN, 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
  • Sign in
  •  
    •  

      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
     
     
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
  • Follow us
    • RSS
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Industry blogs
  • EM and Asia spotlight
  • ESG spotlight
Professional Adviser
Professional Adviser
  • Home
  • Multi-Asset
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Diversity
 
  •  

    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
 
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 

Managed solutions

Greg Davies
  • Managed solutions
Greg Davies: Investment returns are in the eye of the behaviour-holder

Three investment journeys

  • 22 November 2018
John Husselbee
  • Managed solutions
John Husselbee: A bad dose of acronym fever

View from the front row

  • 16 November 2018
bateman-james
  • Managed solutions
Multi-asset insight: Video interview with James Bateman

Fidelity International multi-asset CIO James Bateman talks to Julian Marr about recent market volatility, portfolio positioning and his thoughts on the coming year

  • 15 November 2018
  • Managed solutions
IBOSS launches discretionary management service

Nine risk-rated portfolios

  • 13 November 2018
David Coombs
  • Managed solutions
David Coombs: The blame game

‘In the know’

  • 12 November 2018
Lothar Mentel
  • Managed solutions
PA360 North profile: Tatton IM's Lothar Mentel

'Managing as partners'

  • 09 November 2018
Rollercoaster
  • Managed solutions
Alex Farlow: Smooth operators

PruFund range reviewed

  • 07 November 2018
HSBC GAM is launching its own global managed portfolio service
  • Managed solutions
HSBC GAM launches low-fee global managed portfolio service

Passive focus

  • 05 November 2018
Lesley-Ann Morgan begins her new role on 1 November
  • Managed solutions
Schroders appoints multi-asset strategy head to work alongside Kyrklund

Newly-created role

  • 31 October 2018
Gavin Counsell of Allianz Global Investors
  • Managed solutions
AllianzGI plans double launch for multi-asset team in early 2019

First interview with Gavin Counsell

  • 30 October 2018
  • Managed solutions
Multi-Asset Review: New brand, old hands

Quilter Investors' multi-asset range

  • 24 October 2018
Flexible
  • Managed solutions
Diane Earnshaw & Alex Farlow: Expecting the expected

Flexible Investment sector reviewed

  • 23 October 2018
Fraser Donaldson
  • Managed solutions
Fraser Donaldson: The evolution of DFM due diligence

RDR the catalyst for DFM growth

  • 22 October 2018
Justin Urquhart Stewart
  • Managed solutions
Slapping on the multi-asset factor protection

As US dollar strengthens

  • 22 October 2018
Bill McQuaker of Fidelity International
  • Managed solutions
Multi-asset insight: Video interview with Bill McQuaker

FidelitMulti Asset portfolio manager's outlook

  • 18 October 2018
Gillian Hepburn
  • Managed solutions
Gillian Hepburn: Six steps to picking the right DFMs for your business

Start with customer requirements

  • 15 October 2018
Picking fund managers
  • Managed solutions
Tom Yeowart: What makes a good fund manager?

Avoid broad-brush strokes

  • 15 October 2018
Jupiter's Talib Sheikh
  • Managed solutions
Jupiter launches flexible income fund for Talib Sheikh

Joined as head of strategy, multi asset, in June

  • 19 September 2018
Aviva Investors has hired Mark Robertson from NN Investment Partners
  • Managed solutions
Aviva Investors hires Mark Robertson as head of multi-strategy funds

Formerly of NN Investment Partners

  • 14 September 2018
Michael Fredericks, lead portfolio manager on the BlackRock Global Conservative Income fund
  • Managed solutions
BlackRock targets cautious investors with Global Conservative Income fund

Focus on risk management

  • 13 September 2018
Graham Bentley
  • Managed solutions
Graham Bentley: Could you unitise your in-house investment offering?

Informal checklist of considerations

  • 11 September 2018
Portfolio manager Mike Pinggera of Sanlam FOUR
  • Managed solutions
Sanlam FOUR expands range with real assets fund

Offshoot of multi-strategy vehicle

  • 10 September 2018
Peter Toogood
  • Managed solutions
Peter Toogood: Cracking the multi-asset code

Categorisation is key

  • 04 September 2018
7IM has hired Dr Terence Moll from Coutts Investments as chief strategist
  • Managed solutions
7IM recruits Terence Moll for chief strategist role

Former Coutts asset allocation head

  • 03 September 2018
123

Most read

Portafina 'considering legal options' after FOS sides with complainant
Quilter acquires 200 advisers in Charles Derby deal
Abbie Knight
Abbie Knight: Get your business ready for the £5.5trn wealth transfer
Harlequin adviser Allan McRoberts's firm declared in default by FSCS
FCA fines Hargreave Hale and R&M over IPO misconduct scandal while Newton given immunity
FCA fines Hargreave Hale and R&M over IPO conduct; Newton given immunity
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Privacy and Cookie policy
  • RSS
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

© 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