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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 hires new chief operating officer

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, […]


Sainsbury’s confirms mortgage relaunch

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 […]

Neptune India: three stocks we’re buying & the one we’re not

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 […]


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