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News & articles

Partner Insight: Why tweak a winning formula?

Partner Insight

Partner Insight: Why tweak a winning formula?

Fairstone has grown fast, recently announcing the 100th partner firm to join the business as it reaches £20bn of client assets under management. Its innovative Downstream Buy-Out (DBO) model has played a major part in that success. We spoke to CEO Lee...

clock 10 July 2025 • 3 min read

Multi-manager

Spencer shifts to CSAM multimanager team

Scott Spencer has left specialist investment boutique Berkeley Fund Managers to join Credit Suisse Asset Management's multimanager team.

clock 25 November 2004 •

Multi-manager

Barclays in process of moving £4.5bn to MoMs

Barclays is in the process of moving some £4.5bn in assets to a manager of manager proposition.

clock 08 November 2004 •

Multi-manager

Clerical opens access to sister fund of funds

Insight's multi-manager range is now available to an extra 1.7 million people as sister company Clerical Medical have opened access to seven of its funds to bond and pension clients.

clock 03 November 2004 •

Multi-manager

Reuters unveils IFA-specific data service

A service targeted specifically at IFAs is being launched by Reuters Lipper to provide data and analysis on over 14,000 funds and investment news.

clock 26 October 2004 •

Multi-manager

Basic advice regime to begin April 2005

The FSA will next month reveal further details of the "basic advice" regime which is now being implemented from April 2005.

clock 20 October 2004 •

Your profession

AXA appoints portfolio manager

James Hughes has been appointed portfolio manager for AXA Multimanager, responsible for researching and selecting managers of UK Equities, UK Fixed Income and European Equities funds.

clock 18 October 2004 •

Multi-manager

Investors in Norwich Union's unfettered funds of funds are exposed to double tax

Norwich Union's unfettered fund of funds (Fof) range exposes investors to double taxation on dividends.

clock 14 October 2004 •

Multi-manager

Budget portfolio tool for IFAs

IFA firm Portfolio Optimiser are launching a portfolio construction tool putting intermediaries on competitive footing with fund of funds managers.

clock 14 October 2004 •

uncategorised

Revenue got GEB's SIPP status wrong, suggests NS&I

National Savings and Investments has just confirmed its Guaranteed Equity Bond cannot now be included as part of a SIPP investment, following discussions with the Inland Revenue.

clock 26 May 2004 •
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