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Top Portfolio Adviser News

Lifetime ISAs leave some with less money than they put in, say MPs
UK Economy · London

Lifetime ISAs leave some with less money than they put in, say MPs

87% Center coverage: 30 sources
See the Story
Evelyn Completes Sale of Fund Solutions Business to Thesis
Glasgow, Scotland · Glasgow

Evelyn Completes Sale of Fund Solutions Business to Thesis

100% Center coverage: 1 sources
Financial Planner and wealth manager Evelyn Partners has completed the sale of its fund solutions business to collective investment scheme manager Thesis for an undisclosed amount. The deal sees 75 staff who support the Evelyn Partners Fund Solutions Limited business, mainly based in Glasgow, transfer across to Thesis. EPFL provides fund governance and administration services to UK domiciledSee the Story
Polar Capital CEO Rochussen to Stand Down

Polar Capital CEO Rochussen to Stand Down

Rochussen will hand the reigns to Polar head of of distribution Iain Evans when he departs in September after leading the business for eight years.See the Story

FCA Targeted Support announcement

FCA proposals to allow advice firms to offer ‘targeted support’ have been roundly welcomed as a way of closing the advice gap. Recent FCA research showed that just 9% of adults received regulated advice on their pensions and investments in the 12 months to May 2024 and 61% of adults with £10k or more in investible assets held these mostly in cash. To address this, as part of the Advice Guidance Boundary Review, the regulator has proposed to allo…London, England · LondonSee the Story

Ninety One Announces Appointment of David Knee as Head of Multi-Asset - Wealth DFM

Knee’s appointment to add meaningful strengthening to Ninety One’s investment platform Ninety One is pleased to announce the appointment of David Knee as Head of Multi-Asset. Knee, who will take up the role towards the end of 2025, will draw upon his more than 30 years of experience to oversee Ninety One’s Multi-Asset teams. He has held senior investment leadership positions and managed multi-asset and fixed income portfolios across South Africa…South Africa · South AfricaSee the Story

Is there still a place for bespoke portfolios in the era of Consumer Duty?

In the era of Consumer Duty, there is a stronger focus than ever on ensuring and demonstrating that clients are receiving value for money and are in the most suitable products for them. To this end, many wealth management firms are reviewing whether bespoke portfolios are suitable for all the clients that are in them. What role does bespoke portfolio management still play in client service, and how might this change as proving value for money be…Read Article

Which IA funds performed best in H1?

Gold funds were the clear winners in a volatile first half of the year, according to FE Fundinfo data. Amid tariff turmoil and geopolitical tension, the five top-performing Investment Association (IA) funds were all gold and precious metal strategies, with the Baker Steel Gold & Precious Metals fund rising 48.65%. “The last six months has been one of the most fascinating yet random in the last decade,” said Ben Yearsley, investment director at F…United Kingdom · United KingdomRead Article

Why investors should avoid predicting the future of US exceptionalism

By Raymond Backreedy, chief lnvestment officer at Sparrows Capital US economic dominance has been a reliable fixture of markets, often viewed as one of the few things investors can rely on. America’s economy is the only one to return to its pre-pandemic growth path, reasserting itself as the reliable, foremost powerhouse that investors are familiar with. And with some of the world’s vastest technology companies calling the US home, many expect t…United States · United StatesRead Article

Who Will Dominate in the AI Revolution?

By Richard Warne, senior portfolio manager, Copia Capital Hardly a week goes by without a new development in artificial intelligence (AI). From breakthroughs to bold predictions and regulatory questions, nearly everyone has an opinion. For a while, the (in)famous ‘magnificent seven’ appeared main beneficiaries of the AI innovation. However, recent geopolitical tensions and shifts in the business landscape have exposed weaknesses, prompting quest…Economy · TokyoSee the Story

Shortsighted Leadership Resides on Both Sides of the Aisle

Coverage: 2 sources
Writing in an Opinion piece, a resident of the Village of Charlotte urges voters to demand that Washington D.C. get out national debt under control.G7 · United StatesSee the Story

Generation next with J. Safra Sarasin's George Cotton: Dramatic arc

Q: Is there a particular asset class grabbing your attention at the moment? Why? As a commodity portfolio manager, I would be remiss to not beat my own drum and extol the virtues of investing in real assets. The performance of broadly diversified commodities this year demonstrates the role they can play in protecting investors from specific risks. We are all aware that gold in particular has delivered standout returns amid the enormous uncertain…London, England · LondonSee the Story

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