Running the UK Equity Fund for Invesco Perpetual since 2008, Martin Walker learnt how to manage money under the guidance of fund management giant Neil Woodford, who steps down in 2014. Once a keen student, Walker now celebrates their differences
The largest fund in the world is now a passive fund. The Vanguard Total Stock Market Index Fund now sits at $251bn, moving ahead of Bill Gross's Pimco Total Return Fund. The inexorable rise of passive funds has long been a trend in fund management, but is its dominance now assured?
deVere’s Peter Hobbs explores the benefit of size in the challenging offshore advice market.
More than ever before, people are switching employers and even countries of residence during their careers and in the process, accruing basketsful of often very different pension entitlements with each employment. Czech Republic-based adviser Chris Lean and legal expert Howard Chapman take a look.
Prestige Asset Management’s Craig Reeves looks at alternative lending.
Gold has had torrid time of late, but is it about to change?
Paul Gambles and Graham Macdonald set foot in Thailand for the first time in 1994. Almost 20 years on, they are still there, and have built a business looking after other expats who, like them, relish the country’s unique appeal
The Foreign Account Tax Compliance Act (FATCA) has made waves in the upper reaches of the funds industry and caused concern to banks, custodians, insurance companies and trustees, but little news regarding its impact has yet spread to the wider world. Few ultimate clients of the international finance industry have yet heard of it.
JP Morgan Asset Management UK Funds business is taking its man out of Dubai as the company refocuses its fund distribution strategy, better serving clients across the globe through a holistic London-centric approach, head of UK funds Jasper Berens explains
Alexander Beard has for a long time drawn its client list from the movers and shakers of the UK’s music and entertainment scene. And as they have slowly migrated overseas, the company has extended its reach to keep pace.
As US financial institutions become increasingly aware of FATCA and its implications, a growing number of them are urging Congress to think again, says David Kuenzi, of US-based Thun Financial Advisors
Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity, which will act as the firm’s discretionary representative on Asian shores.
