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J O Hambro Investment Management – Waverton Equity Fund Range update

J O Hambro Investment Management – Waverton Equity Fund Range update

Update: Performance fee removed on Waverton Global Equity Fund, Waverton Asia Pacific Fund; Waverton European Fund; and Waverton UK Fund. All funds now have flat 1% annual management charge



SYZ thinks small and nimble for Altin fund

SYZ Asset Management has increased the allocation to managed futures in its Altin fund of hedge funds by adding a small fund that it says is more nimble than bigger funds. Altin now has a 1.24 per cent holding in Blackwater Capital Management’s managed futures programme to bring further diversification to the portfolio. SYZ says […]


Ex-Tenet chief Simon Hudson returns with new IFA venture

Former Tenet chief executive Simon Hudson has bought IFA firm Oakleaf Independent Financial Services and plans to grow its client bank by acquiring small firms and sole traders. This week’s Money Marketing reveals that Hudson and former Tenet group commercial director Peter Lane have acquired Oakleaf for an undisclosed sum. Hudson says they plan to […]

Bestinvest adds service with 14 risk-rated managed portfolios

Bestinvest has launched 14 risk-rated managed portfolios as part of its new advisory offering. The service, which launched this week, is open to investors with a minimum of £50,000, including joint portfolios, access to an adviser. Bestinvest’s advised clients now have access to the platform, which has only been available to execution-only clients since its […]

Buoyant ScotLife helps lift life and pension sales for RoyLon

Royal London’s life and pension sales increased by 12 per cent from £2.3bn in the first nine months of 2010 to £2.5bn at the end of September. New business at Scottish Life increased 13 per cent from £1.6bn in the first nine months of 2010 to £1.8bn in the first nine months of this year. […]


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