Latest News - Rachael Revesz
Adviser KnowHow: How to use another IFA's investment proposition
Using another IFA’s investment proposition can add a layer of expertise as well as cutting costs and administration. However, it can also complicate matters for clients and may prove inefficient in some cases. If you do go down this route, how do you decide which IFA to use?
Adviser KnowHow: How to use investment trusts
Wayne Evans of Heron House Financial Planning explains how to get to grips with investment trusts and pick the right one for your clients.
Smart Beta: Peter Lawrence of Prime Time Financial
Peter Lawrence plans to increase Prime Time Financial’s use of passive funds, looking at options in the US and emerging markets.
Threadneedle's Thornber hunts for yield in financials despite bank woes
Threadneedle Global Equity Income fund manager Stephen Thornber says banks are not the only financials and points to the sector’s safe yielders.
Look beyond the label to spot the true colours of ethical funds
Advisers who specialise in ethical investment say that not all ethical funds are as principled and responsible as their label may lead investors to believe.
Frost spies infrastructure hot spot in offshore wind farms
Giles Frost has added UK wind farm energy transmission projects to the £1bn International Public Partnerships investment trust portfolio as investor demand grows.
How to cope when Bernanke turns off the tap of QE
Due to recent economic data, the Fed may start tapering QE as soon as September. Fund managers reveal their key strategies for when Bernanke makes his move...
Investment trusts: Steady Mallon is happy with quiet outperformance
Ciaran Mallon’s £154 million Invesco Income Growth Trust has performed consistently well in the highly competitive UK equity income sector.
Outsourcing Investment: Why Kubera Wealth uses UBS
Stuart Poonawala, managing director of Kubera Wealth, uses UBS for its ability to provide a full package to clients seeking more than an off-the-peg solution.
Vecht eyes Eastern European opportunities with conviction
Sam Vecht is excited about the prospects for his £98m BlackRock Emerging Europe trust under a new unconstrained mandate and high-conviction approach.