PEOPLE MOVES: Generali Insurance AM, Rathbones IM, Pimfa
Changes at the top for the Italian insurer, Rathbones names Jersey investment director
Rathbones
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Brewin Dolphin eyes Irish wealth management firm
Firm reportedly pipped Rathbones to enter exclusive talks with Investec
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‘Uncertain’ Brexit sparks Sicav changes at Rathbones
Current Ucits feeder funds may not be able to be marketed in the EU after 29 March
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Advisers shun DFMs to avoid awkward fee chats with clients
Nearly a fifth of advisers say they would never consider outsourcing
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Forget what you’ve heard about Japan
It’s not just another false dawn in the land of the rising sun, argues Rathbones’ Ed Smith Click through the slides below to find out why
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Five views on a ‘no deal’ Brexit
Experts look at how investors can position themselves if the UK crashes out of the EU
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Rathbones wins ruling on ‘lack of aggression’ client claim
The UK’s Financial Services Ombudsman (FOS) has found in favour of Rathbones in a case where a client alleged the provider mismanaged his Self-Invested Person Pension (Sipp) portfolio, leading to its underperformance and a financial loss.
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Rathbones deletes Facebook from global fund
Rathbones has removed its entire holding in Facebook from its Global Opportunities fund, with the fund manager saying the company has lost its consumer trust, but several investors continue to have large holdings in the stock.
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Rathbones eyes financial planning expansion
Rathbone Brothers is planning to develop its financial planning proposition more aggressively this year after nearing its target of £40bn ($55.8bn, €45bn) funds under management.
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How to spot a debt problem
Developing nations have been racking up a lot of debt over the past few years, but Rathbones’ head of asset allocation research, Edward Smith, thinks this is unlikely to spark a widespread credit crisis.
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Woodford, Rathbones and Trojan disappoint in FE ratings
Neil Woodford’s flagship Equity Income fund was downgraded by data-provider FE Trustnet in its latest rebalance from five crowns to just one, six months after receiving the debut accolade.
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Rathbones’ Thomson slashes UK exposure
Rathbones’ Global Opportunities Fund has dropped its UK exposure from 25% to 7% over the past year.