Valentina Romeo

Valentina Romeo is the head of investment news at Money Marketing. She was previously investment reporter for both Money Marketing and Fund Strategy. She covers a wide range of issues in the asset management industry and financial market trends. She was previously senior reporter at Private Banker International. She can be reached on or 0207 943 8042.

Global Series: China

Investment Uncovered: Newton Investment Management on the emerging markets revolution

Newton Investment Management’s Robert Marshall-Lee: ‘If we have a trade war, you’ll have a recession everywhere’ Looking into the future does not always have to be about making predictions. This is the thinking behind Robert Marshall-Lee and his team at Newton Investment Management when targeting returns of companies. For a concentrated emerging market fund, the […]

Investment Uncovered: How to prepare for inflation changes

As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation?  As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]


Fidelity defends harassment complaint as legal battle set to continue

An internal investigation has found that a Fidelity International director did not bully or harass one of the firm’s employees. Legal action could still continue, however, as both the employee and company contest each other’s claims. Money Marketing reported last month that Fidelity had opened an investigation into a senior manager after an associate director […]


Are performance fees on absolute return funds justified?

Fund selectors have questioned whether performance fees on absolute return funds should be capped as new research reveals managers made hundreds of millions off investors in variable charges last year. An analysis of 15 of the largest funds in the Investment Association Targeted Absolute Return sector that have performance fees shows some charged more than […]

Pimfa commits to keeping WMA indices

Adviser trade body Pimfa has confirmed it will keep and revamp its indices following speculation they might be scrapped. The new trade body was set up in June last year through the merger of the Wealth Management Association and Apfa. In March 2017, the WMA launched the MSCI WMA Private Investor Index Series, which is […]

Asset managers urged to act over misleading risk ratings on funds

Fund houses have been urged to ease investors’ concerns over anomalies discovered in risk ratings on popular funds. Since the implementation of European regulations such as Priips on 3 January, fund management companies have been updating the key information documents of their funds with new calculations on risk, volatility and performance. However, confusion continues on […]


Extra costs in commercial property funds called into question

Experts have questioned if the extra costs within commercial property funds should be part of the total cost of products due to asset managers’ varying disclosure practices. New European rules such as Mifid II and Priips require fund managers to report transaction costs separately from the annual ongoing charges figure to give a more transparent […]


Savers over-taxed £280m on pensions since freedoms

Savers have been over-taxed more than £280m since the start of the pension freedoms, new figures from HM Revenue & Customs show. According to a newsletter published this week from HMRC, in the first quarter of the year more than £22m had to be repaid to those making flexible withdrawals from their pensions. Since the […]

Sanlam looks to hit 1,000 advisers by 2020

Sanlam UK has revealed ambitious plans to grow to 1,000 advisers over the next two years. Speaking at the Money Marketing Interactive conference yeasterday, Sanlam UK group chief executive Jonathan Polin said the wealth manager is also planning to invest directly into stocks and bonds in an attempt to cut costs. The vertically integrated firm currently […]