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 […]
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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