Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
Investment Management
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Fund manager profile: A partnership of equals
Liontrust manager Anthony Cross talks about his long-term working relationship with co-manager Julian Fosh, their investment process of economic advantage and the importance of intellectual property in an age of offshoring.
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Henderson and Fidelity lead Alpha manager ratings
Henderson and Fidelity top the 2016 FE Alpha Manager list with ten managers each, while Schroders and Jupiter secured eight and seven respectively.
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Beware the benchmark, says TOBAM fund manager
Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.
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AJ Bell to launch passive funds after buying investment firm
Platform provider AJ Bell is set to launch its own range of funds after agreeing to acquire a small London-based investment management business for an undisclosed sum.
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Stonehage Fleming expands distribution with Gemini tie-up
Stonehage Fleming and Gemini Investment Management have entered into a distribution partnership to broaden the reach of the Stonehage Fleming Global Best Ideas Equity Fund.
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Asia’s new fund flows double to $535bn in 2015
Total capital flowing into Asian investment products in 2015 hit $535bn, driven by mixed asset funds, according to Strategic Insight data.
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Allan Gray family transfers control of business to charity
Allan Gray, founder of the South African-based investment management firm which carries his name, and his family have moved their controlling stakes in the Orbis and Allan Gray groups into a new charitable foundation.
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Brewin’s wealth head Ford focusing on growth
Brewin Dolphin’s head of wealth and investment management Stephen Ford applies two key principles when running money: he believes integrity is paramount and that financial services is as much about people as performance.
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ANALYSIS: Wealth managers ignore ESG investing at their peril
The rising tide of regulation and ever increased scrutiny on fees has meant that scale is ever more important for wealth managers.
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BNP poaches Schroders multi-asset man
BNP Paribas Investment Partners has enhanced its multi-asset offering with the recruitment of Matt Joyce as portfolio manager.
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Brooks Macdonald Int’l enters South African advice market
Brooks Macdonald International (BMI) has been granted a license to provide advisory and intermediary services in South Africa.