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.

Boutique asset manager wins back £200 million flows after managers exit

Boutique asset manager Miton Group has recouped the nearly £200m lost from its equity funds seen 2016, when it lost two star fund managers to a rival. For 2017, the group saw £494m net inflows, up from just £1m inflows seen in 2016. Equity funds in particular saw inflows of £361m, while multi-asset strategies gathered […]


Pimfa calls for DFMs to be exempt from FSCS levy

Newly-merged adviser trade body Pimfa is calling for the FCA to change how it plans to calculate the Financial Services Compensation Scheme levy, to take discretionary fund managers out of its remit. The FCA’s consultation on FSCS funding reform said all firms falling under its investment provision funding group are classiffied as product providers and […]


JP Morgan hires trio of specialists for ETF push

JP Morgan Asset Management has hired three ETF distribution and product specialists as it continues its push into passive investments in Europe. The firm has appointed Olivier Paquier as head of continental Europe ETF distribution. Paquier held similar roles at State Street Global Advisors and Amundi. To lead the distribution in Switzerland the company has […]


Warning over misleading Priips document for investment trusts

Advisers must use common sense when selecting investment trusts through the new Priips’ Key Information Document as it could be misleading for investors. That is the view of analyst Numis Securities, which has published a report about the KID and investment trusts. Priips, which will apply to a wide range of firms including banks, insurers, […]


Boutique asset managers take on London with $2.3bn merger

Geneva-based Quaero Capital is to merge with specialist boutique Tiburon Partners creating a business which will run $2.3bn (£1.7bn) assets under management. The deal, which needs FCA and Swiss Financial Market Supervisory Authority approval, will see Tiburon Partners running Quaero’s UK arm. In London, Quaero have only had a sales and limited research presence. Tiburon […]


Former Hargreaves analyst joins Interactive Investor

Former Hargreaves Lansdown head of equities Richard Hunter has joined Interactive Investor as head of markets. Hunter was at Hargreaves for 11 years after leaving in 2016 for private client investment managers Wilson King. Before joining Hargreaves, Hunter ran Fyshe Horton Finney’s London office, and he was also previously an executive director at Natwest Stockbrokers […]


Tavistock proposes plan to cut £22m deficit to pay dividends

Tavistock Investments has proposed a plan to reduce its current £22.3m deficit so it can pay dividends to shareholders. In a stock exchange announcement this morning, the consolidator says it can’t currently pay dividends because of a profit and loss account deficit of £22.3m as at the end of September. The negative reserves are a […]

BlackRock takes £5m stake in wealth manager

BlackRock has taken a £5m stake in AFH Wealth Management, following similar moves from rival fund managers. In a market update, the world’s largest asset manager said it acquired 1.9 million shares in the consolidator firm, resulting in a 5 per cent stake. AFH’s market capitalisation is currently around £100m and has £2.7bn funds under management. […]