The folly of chasing benchmarks
It has the potential to create a significant mismatch between client needs and outcomes
Momentum
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DFMs had already shunned UK ahead of record GDP plummet
‘We haven’t been adding to UK risk asset exposure either before the crisis broke out or during it’
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Controlling risk in multi-asset portfolios
A lack of volatility does not mean there is an absence of risk
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Winners Gallery: Global Financial Services Awards 2019
Photos of the winners and gala dinner Click through the slides below to see who triumphed!
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PEOPLE MOVES: Invesco, LGIM, Standard Life Aberdeen
CIO change at American investment manager and LGIM senior figure leaves the firm
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Advisers struggling as older clients eye riskier strategies
Heightened risk-taking at a time when retirees face greater longevity and less money
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Geopolitical tensions not end of bull market, says Momentum
Separate real information from the noise, and do not let irrationality undermine investment decisions
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Risks lurk as DFMs shed bonds for alternatives
AJ Bell and Seneca are among investment managers shedding bonds as rate hikes loom, but others are concerned alternative assets present new sources of risk.
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Momentum Wealth and Provisca part company
Guernsey-based platform Momentum Wealth International is bringing its marketing and distribution back in-house and has ended its contract with Provisca, which had been providing these services.
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PEOPLE MOVES: Goldman Sachs, Momentum Pensions, Aegon
Goldman Sachs signals its next chief executive will be an electronic DJ, Momentum Pensions appoints a managing director of its UK arm and Aegon hires a head of investor relations.
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Momentum Wealth Intl expands fund range
Fund managers Fidelity, Gam, Henderson, JP Morgan, Morgan Stanley and Schroder have been added to Momentum Wealth International’s Select Fund Range.
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Vanguard and Sharia added to Momentum range
Advisers and client will be able to choose passive, ethical and Sharia investments and include Vanguard funds in their Sipp after Momentum Pensions expanded its offering.