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Invesco Perpetual: Woodford leaving was a good thing

When Neil Woodford announced he was leaving Invesco Perpetual to set up his own fund management business, the industry oscillated between eagerly anticipating his next venture and questioning how Invesco Perpetual would cope without arguably its biggest asset. After all, the top dog of equity income, Woodford had spent the bulk of his career at […]

RWC poaches staff from Everest for new emerging markets team

UK investment firm RWC Partners has hired 15 staff from Miami-based hedge fund Everest Capital for its new emerging, frontier and Asia equity business. John Malloy and James Johnstone, who left Everest in March to be emerging markets managers at RWC, will jointly lead the new team. Most of the team will be based in the firm’s […]

Smith-Thompson

Profile: ‘The future of advice will be more telephone and web-based’

Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]

S Harper Attivo 700

Attivo to require all advisers and paraplanners to take level 6 qualification

Chartered firm Attivo will require all of its advisers and paraplanners to be qualified to level 6 by the end of 2016. The financial planning and investment management group is launching a training academy and will require all client-facing staff to do at least 70 hours of continuing professional development each year. Attivo currently has […]

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Fixed income outlook 2018

With much speculation about the challenges faced by bond investors in 2018, RLAM’s Head of Fixed Income, Jonathan Platt offers his outlook for all areas of the fixed income market in our brief video. Watch the video here: Past performance is not a guide to future performance. The value of investments and the income from […]

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