Head of the Portfolio Research and Consulting Group, James Beaumont says his group is dedicated to providing a bespoke service and an analytical review of model portfolios.
Old Mutual Wealth has appointed Steven Braudo as chief operating officer to take over from Paul Penney who assumed the role in January. Penney joined Old Mutual Wealth in 2012 as chief information officer and will leave the company later this year. Braudo, who has 23 years’ experience in the South African financial services industry, […]
The new types of socially responsible investments pose a quandary for advisers. Neither regulation nor legislation need to change but advising on these SRIs does not fit into the usual pattern and process of advice. They can come in all kinds of formats, not just a fund. The SRIs I discuss here are typically single […]
Sainsbury’s Bank has confirmed it will launch back into the mortgage sector next year. Last week, Money Marketing revealed Sainsbury’s had been in talks with distribution partners and was nearing a return to the sector after a 12-year absence. In its preliminary results, published today, it said: “Given the Bank’s strong trading performance and the […]
By Kunal Desai, Head of Indian Equities The Neptune India Fund’s investment process serves as a key differentiating feature of the portfolio versus its peers, contributing to its significant outperformance under Manager Kunal Desai’s tenure. Focusing on industry disruption, accounting quality, liquidity and corporate governance, Kunal sets out three stocks that he’s buying in the […]
Natixis Global Asset Management’s quarterly Portfolio Barometer offers insights into UK financial advisers’ model portfolios and the allocation decisions they are making. Natixis’s Portfolio Research & Consulting Group works with financial advisers and other intermediaries to analyse and enhance their model portfolios and help them develop investor portfolios suited to today’s complex markets. The Portfolio […]
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Martin Lewis wins claim against PPI chaser that used his image
- Scottish Widows mulls Standard Life corporate pensions book takeover
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Latest from Money Marketing
Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]