Daniela Esnerova

Are top-fund lists worth looking at?

Advisers are questioning the value that best-buy fund lists have after Hargreaves Lansdown’s opinion-splitting decision to reform its flagship Wealth 150. According to a recent report from consultancy Platforum, 61 per cent of advisers use the services of fund research agencies, while an increasing number of providers and fund supermarkets are launching lists of the […]

Arrows hit target.

Aegon enhances its risk-ratings for its funds

Aegon has teamed up with risk profiling suppliers, Synaptic, Defaqto and FinaMetrica to add additional risk mapping for its Core Portfolio range of funds. The new ratings will complement existing ratings from Distribution Technology and aims to help advisers with assessing their clients’ individual attitude to risk, and match them with the most fitting fund […]

Brewin Dolphin assets take hit after market volatility

Brewin Dolphin saw drops in both assets under management and income last quarter, according to its latest trading statement. Total funds closed at £39.5bn – a 7.7 per cent drop, and discretionary funds reduced by 7.2 per cent to £34.9bn. The company attributed the drops to negative market movements, with “Red October” having an impact […]

SJP hires responsible investing head in ESG drive

St James’s Place has named Emma Hunt as head of responsible investing in a bid to expand its responsible investment offering. In a statement the company says the hire is part of a strategy to engage more of its partners and clients in its responsible investment work and enhance SJP’s stewardship capabilities. The wealth manager […]

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FNZ takes stake in Embark

Platform technology firm FNZ will become a minority stakeholder in Embark Group, the companies announced today. Embark is the parent company of Sipp providers Rowanmoor and Hornbuckle, fund research business The Adviser Centre, as well as offering The Embark platform. FNZ’s holding will be 9 per cent and will be handed via a small right […]

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Mifid II: A year to celebrate?

Is this a birthday to be proud of for the investment industry? Since Mifid II came into force a year ago, industry figures have continued to debate whether it has fulfilled its goal of increasing transparency in the asset management industry. The objective of making financial markets “fair, transparent, efficient and integrated” is a sizeable […]

boardroom meeting

Millennials save more of income for retirement than Gen X

Millennials are putting aside a bigger part of their income for retirement than the next oldest generation, according to a poll by deVere Group. More than 660 of deVere Group’s new clients across UK, Europe, Africa, Asia and the US last year participated in the survey.  The poll found millenials (24 to 38 years old) who […]

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Blackrock to cut 500 jobs

Blackrock is due to slash hundreds of jobs in the opening months of this year. MoneyMarketing has seen an internal memo from the world’s largest asset manager outlining plans for 500 positions, equivalent to 3 per cent of its workforce, to go in the coming weeks. The cuts are not focused on any specific region […]