Wealth Management & Market News
- Premier Miton embarks on Managed Portfolio Service ventureon July 12, 2024 at 12:02 pm
Premier Miton has launched a managed portfolio service, in an attempt to gain a piece of the growing model portfolio services (MPS) market.
- Lombard Odier IM opens DataEdge alternatives strategy to external investorson July 9, 2024 at 10:37 am
Lombard Odier Investment Managers has opened its DataEdge equity market neutral strategy to external investors through a UCITS structure.
- BNY Mellon undergoes name change amid extensive rebrandon June 12, 2024 at 11:04 am
US-based BNY Mellon, has undergone a full scale brand update, including a new logo and name change.
- AJ Bell replaces Whitmore fund with Man Group GLG Income strategy in MPS rangeon May 16, 2024 at 7:27 am
AJ Bell has replaced Ben Whitmore’s Jupiter UK Special Situations fund in its active and ‘pactive’ MPS ranges with Henry Dixon’s Man Group […]
- LGIM partners with advice firm Apollo IM to provide tailored model portfolioson April 30, 2024 at 2:00 pm
Legal & General Investment Management has revealed a model portfolio service partnership with investment consultancy and advice firm Apollo […]
- RSMR launches Passive Plus MPS range with five portfolios to marketon February 29, 2024 at 1:51 pm
Ratings agency RSMR has launched its Passive Plus managed portfolio service range aimed at advisers who prefer the simplicity and charging structure […]
- Friday Briefing: 2023 or 2022, again?on January 2, 2024 at 10:33 am
2023 felt much like an echo of 2022, with continuing drama from several repeat customers (Home REIT and Woodford, to name a couple) and some of the […]
- Investment Company of the Year Awards Winners Interview - Alliance Truston December 18, 2023 at 9:54 am
- Quilter WealthSelect exits impact EM fund following exclusion breach investigationon October 4, 2023 at 10:33 am
Quilter’s WealthSelect Managed Portfolio Service has divested from an emerging markets impact equity fund following an investigation into a […]
- Partner Insight: Is volatility an advantage for active managers?on August 14, 2023 at 5:31 am
- MainStreet Partners launches SDR due diligence tool for fund buyerson June 14, 2024 at 12:04 pm
MainStreet Partners have launched a tool to help fund buyers verify compliance with the Financial Conduct Authority's Sustainability Disclosure […]
- BNY Mellon undergoes name change amid extensive rebrandon June 12, 2024 at 11:04 am
US-based BNY Mellon, has undergone a full scale brand update, including a new logo and name change.
- Deep Dive: Consumer Duty is already improving standards but challenges remainon May 31, 2024 at 10:22 am
After ten months since the Consumer Duty came into force, the regulation has already started changing the way the asset management industry relates […]
- Asset managers face SDR implementation challenges as deadlines approachon May 30, 2024 at 10:56 am
Asset managers are facing several implementation challenges in their efforts to comply with the upcoming Sustainability Disclosure Requirements and […]
- The existential threat at the heart of Britain's biggest wealth manageron May 15, 2024 at 7:50 am
St James’s Place, Britain’s biggest wealth manager, was promoted to the FTSE 100 for the first time almost exactly ten years ago.
- 'Crucial' SDR extension to portfolio management will ensure 'uniform standard' for the sectoron April 23, 2024 at 2:56 pm
The Financial Conduct Authority’s plan to include portfolio management in the remit of the Sustainable Disclosure Requirements has been described […]
- FCA eyes extension of SDR remit to include portfolio managerson April 23, 2024 at 10:49 am
The Financial Conduct Authority has published a consultation paper looking to extend the remit of the Sustainability Disclosure Requirements (SDR) to […]
- Friday Briefing: Woodford is right – Link has a lot to answer foron April 15, 2024 at 7:13 am
With as much warning as ever, the FCA revealed it was attempting to take action against Neil Woodford and his fund house, Woodford Investment […]
- FCA issues warning notice to Neil Woodford and WIM over liquidity failingson April 11, 2024 at 9:29 am
The Financial Conduct Authority has issued a warning notice to Neil Woodford and Woodford Investment Management, accusing the firm and manager of a […]
- New speakers announced for the Geographical Equities Conference 2024on April 9, 2024 at 10:07 am
Investment Week is pleased to invite delegate registrations for its inaugural Geographical Equities Conference, which will be held in London on 23 […]