Daniela Esnerova

Aegon hires ex-Fidelity strategy head for platform role

Aegon has appointed ex-Fidelity strategy head Ed Dymott (pictured) to the newly created role of managing director for transformation, innovation and growth. Aegon says Dymott will be responsible for strategic planning and ensuring the business is well placed to capitalise on changes in adviser and customer needs. This will involve analysis of industry developments including the latest […]

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Intrinsic managing director to leave wealth network

Intrinsic wealth network managing director Stephen Fryett is set to leave the business the business in mid-2019. Fryett has been with Intrinsic since its formation in 2005, initially as network sales director before becoming managing director of the wealth network in 2016. Fryett overlooked investment and pension advisers at the wealth network. The company said […]

Schroders Lloyds advice venture restricted to Fusion Wealth platform

The joint advice venture between asset manager Schroders and Lloyds Banking Group will exclusively use the Fusion Wealth platform, the firm has revealed. Lloyds and Schroders recently announced they were joining forces to form a new financial planning business, including taking on around £13bn of Lloyds clients’ assets that were previously held in a  mandate with […]

How to… Compose a panel of funds

Where to start and what to look out for when aiming to meet the financial requirements of the client For their advocates, fund panels are like a palette, which advisers can choose from to come up with a tailor-made investment solution for individual clients. As an efficient tool at the adviser’s disposal, a panel of […]

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Calls for KIDs suspension gather pace

The Association of Investment Companies has reiterated its call for Key Information Documents to be suspended in light of proposed changes to the regime. Earlier this month, EU regulators proposed a series of amendments to the rules, with a full-cost benefit analysis to be prseented to the European Commission in January. These included proposals to […]

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Retirees opting out of ongoing advice once they take income, research suggests

Retirees are increasingly less likely to seek ongoing advice once they start drawing down income from their pension, new research suggests. Recent FCA showed that around than two thirds of consumers entering into drawdown sought regulated advice. Follow-up research from Zurich and YouGov has now found that proportion drops over time taking income. The poll, […]

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Bailey: Passive and ethical investing can co-exist

Passive and ethical investing strategies have the capacity to co-exist, according to FCA chief executive Andrew Bailey. Speaking at the Investment Association Culture Conference yesterday, Bailey said that the investment management industry might see a re-definition of what is termed “active” management. Bailey linked two often contradictory trends in the investment management industry: raising popularity in passive […]

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LGIM poaches Fidelity exec for deputy CIO role

Legal and General Investment Management has appointed former Fidelity head of equity, Sonja Laud, as deputy chief investment officer. Laud has broad experience in the asset management industry, having held senior investment management roles at Fidelity International, Barings, Schroders and DWS. Laud has worked as a senior global macro fund manager and an asset allocation […]

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ESG progress following investor pressure

Roundtable on Sustainable Palm Oil members will vote next week on bringing in stricter criteria for companies seeking RSPO certification. Earlier this year, more than 90 global institutional investors, including Aegon Asset Management, Aviva Investors or M&G Prudential, urged the RSPO to strengthen its draft certification standards. In a letter to the RSPO Secretariat, investment firms […]

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Property sector steels for second Brexit lull

Property investors are looking at the lull in the sector which followed the UK’s vote to leave the EU and are preparing for a similar scenario after Brexit. Speaking at an Association of Investment Companies round-table on prospects for the property sector, Ediston Property’s investment manager Calum Bruce says: “There is no consensus view as […]

Trade body calls for bond market to be more transparent

The Investment Association is calling for increased transparency in the fixed income market and recommends steps to increase availability of bond trades data. The paper Fixed Income Best Execution: Not Just a Number is published today and the trade body says while it focuses on fixed income best execution, the central concepts and factors apply […]