Client poaching issues for advisers looking to outsource
Only 53% are comfortable working with an investment partner with advice arm
Liontrust
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PEOPLE MOVES: Cigna, River & Mercantile, Quilter Cheviot
Cigna has named a chief executive for Europe, while Rivers and Mercantile parted ways with a lead manager over conduct issues and Quilter Cheviot added three to its investment team.
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Five funds rated highly by the pros
Data gathered by fintech firm Sharing Alpha offers insight of not just the most popular, but also the funds rated the highest by professional fund buyers. So, which were the top rated domiciled in the UK and Luxembourg in August?
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PEOPLE MOVES: Liontrust, Kames Capital, Legal & General
Liontrust has been unveiled as the new home for two Kames Capital’s fixed income managers, with their alma mater wasting little time in announcing their replacements. Meanwhile, a former OMGI fund manager has reappeared at Legal & General Investment Management.
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PEOPLE MOVES: Mirae Asset Life, HSBC, Schroders
Mirae Asset Life Insurance’s chief executive has resigned and been replaced by one of the company’s vice presidents. HSBC has created a head of financial crime compliance role for its Channel Islands and Isle of Man operations, while Schroders has appointed a head of multi-asset product for north Asia.
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Liontrust launches European smaller companies fund
Specialist fund management group Liontrust has launched a European smaller companies fund with the aim of achieving long-term capital growth by investing primarily in pan-European smaller companies.
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ANALYSIS: Out-of-step Alliance Trust divides analysts with review
Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.
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Liontrust nears £10bn milestone with Alliance Trust deal
The acquisition of Alliance Trust’s investment management business is projected to add £2.3bn ($2.9bn, €2.7bn) to Liontrust’s assets under management, pushing it past the £8bn mark.
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US tracker popularity resilient despite election
Tilney Bestinvest’s clients continued to put money into US tracker index funds in October despite markets being spooked by the potential outcome of the presidential election.
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Liontrust signals global expansion plans with new hire
Aim-listed funds boutique Liontrust has hired well-known industry figure Ian Chimes from Miton Group to grow its international distribution profile as part of a strategy to reach £10bn (€11.2bn, $12.4bn) in assets under management.
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UK investors must avoid insular thinking
With developed world political risk now posing the biggest risk to markets, Liontrust’s John Husselbee is encouraging his clients to focus on the global picture.
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ANALYSIS: Central bank manoeuvring puts banks back in play
The Fed and the Bank of Japan failed to disappoint markets on Wednesday. And, with that lack of disappointment, has come a growing belief that the banking sector might well be turning once more into a viable investment destination.