Latest News - Rachael Revesz
How to take a passive portfolio approach to Brexit
Risk or opportunity? Your view of Brexit will determine how you allocate assets for clients in the run up to 2019
FCA report: passive bias 'is not the case'
Industry participants argue each directive from the watchdog reinforces the benefits of passive investing.
Quilter Cheviot overhauls charging structure for new bespoke clients
Discretionary fund manager Quilter Cheviot has overhauled its fee structure for its bespoke discretionary service for new clients.
Platform boost helps 7IM hit £5bn milestone
Seven Investment Management has passed the £5 billion milestone for assets under management, across its platform, fund range and discretionary services.
Barings’ Cole braces for the end of QE
Baring Multi-Asset fund manager Andrew Cole heads for linkers against the threat of the end to quantitative easing, has been reducing his duration risk and is limiting high yield.
Fund manager duped out of £175,000 by personal trainer
A trust fund manager was tricked out of £175,000 by a personal trainer, a court has heard.
Investment banker fighting FSA fine gave up £30m bonuses
Former JP Morgan Cazenove investment banker Ian Hannam gave up £30 million of bonuses after being accused of market abuse by the Financial Services Authority, according to Sky News.
Henderson delays trail payment to 7,000 advisers
Henderson has apologied for delays in its first post-RDR payment of trail commission to over 7,000 advisers.
RBS pulls out of retail structured products market
RBS has pulled out of the structured product market for retail investors.
Regulator sets out impact of Ucis ban on structured products
‘Exotic’ structured products that use derivatives and are issued by special purpose vehicles (SPVs) cannot be marketed to retail investors.
Exactly how much do the top fund managers turn over?
Wealth Manager research analyses how extensively six top fund managers turnover stocks in their portfolios.
Why don’t high net worth investors trust robo-advice?
The number of robo-advisers has increased exponentially since 2015, but a recent survey has suggested they are failing to attract high net worth (HNW) individuals.
Colin McLean: how to react when your stocks blow up
Sometimes stocks behave badly – how should investment managers react?