Time Investments: Clients eye alternatives but barriers to increasing allocation remain
Survey of DFMs and fund selectors highlighted a lack of ‘expert’ alts fund managers as a concern
Author: Christian Mayes
-
-
Discretionary MPS assets grow despite client performance concerns
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
-
Evelyn Partners Sustainable MPS adds to two global equity fund positions
Swapping out Impax Environmental Markets Investment Trust for open-ended sister fund
-
BNY Mellon IM launches portfolio analysis service for advisers
Who will be able to compare one fund with another or see the impact from combining funds
-
Defaqto reveals most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
-
Woodford investors granted single vote on Link redress scheme
No separate vote for retail and institutional investors
-
Schroders rolls out alternatives fund to MPS clients
Fund provides investors with access to assets not directly available on UK retail platforms
-
Square Mile: Advisers switch to income funds
According to fund research firm’s market intelligence report for Q3
-
FCA censures firm over mini-bond scheme
11,000 investors lost over £237m between 2014 and 2019
-
Brooks Macdonald profits dip 12.2% despite £1.3bn MPS inflow
Underlying profits dropped to £30.3m from £34.5m for the year to 30 June
-
Wealth manager opens office in Cheltenham
Operation will be shared between senior investment directors and support staff
-
BNY Mellon unveils multi-asset moderate fund
It will be run by Newton IM’s Paul Flood