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Managed

Balanced Management

Fifth of advisers neglect annual client portfolio reviews

Nearly one in five advisers (18%) are putting client portfolios at risk by failing to carry out annual rebalances or reviews, research by Skandia suggests.

clock 23 November 2009 •

Managed

Five fund houses host IFA equity conference

Five leading investment houses will give a series of conferences at venues across the UK from 26 January to the 4 February 2010.

clock 10 November 2009 •

Multi-manager

Funds In Focus

An Investment Team designed for today’s markets

clock 16 October 2009 •

Managed

IFP confirms board lineup

The Institute of Financial Planning (IFP) has voted in three members to the board.

clock 14 October 2009 •

Managed

Arch cru valuations to take at least six weeks

Investors in the stricken Arch cru range face a further six to eight weeks wait to find out the value of the funds' assets.

clock 12 October 2009 •

Managed

Jelf Group adds F&C's Lifestyle fund to product range

The Jelf Group has added all four of F&C's Lifestyle funds to its product offering.

clock 29 September 2009 •

Multi-manager

Lehmans - One year on: Multi-managers say rally can surpass pre-crisis levels

Multi-managers believe the equity rally still has further to go despite the strong recent run pushing markets towards pre-Lehman levels.

clock 15 September 2009 •

Cautious Managed

Cautious Managed sector holds steady in August

Advisers have continued to recommend Cautious Managed funds, with the sector taking second place on Cofunds' best seller list for August.

clock 09 September 2009 •

Multi-manager

Maia Capital founder Collins joins SEI

SEI, the investment solutions provider, has appointed former Maia Capital founder Jason Collins as its head of UK and European equities.

clock 09 September 2009 •

Multi-manager

Crosby ends joint venture with Apollo

Crosby Asset Management (CAM) has terminated its joint venture with Apollo Multi Asset Management.

clock 28 August 2009 •
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