Holland's £116.8 million L&G North American trust was merged in to the L&G US index trust, leaving the firm without an active US fund. The North American trust was bottom quartile over one, three and five years and L&G said its passive US fund 'has a similar risk and return profile but has a superior long-term track record to date'.
Multi-asset: offering performance potential in the face of adversity
With investors facing an array of variables and challenges in the years ahead, Trevor Greetham, head of multi-asset at Royal London Asset Management, explains why a combination of growth and defensive assets could offer resilient performance moving forward.
Video: The July market outlook
David Goldman, co-manager of the BlackRock UK Income fund, analyses the fallout of the UK’s vote to leave the European Union, its impact on markets and how he and the team are positioning the fund in a post-Brexit world.
What can the Jupiter Absolute Return fund add to a portfolio?
When clients tell Clunie what they want the Jupiter Absolute Return fund to do, they say they expect it to be a "defender or goalkeeper” in their clients’ portfolios. “In other words, when markets shake we want you to hold up,”
Seeking value in economic franchises
Bertrand Cliquet, co-portfolio manager of the Lazard Global Equity Franchise fund, explains why investing in companies with a history of predictable earnings may help investors reduce risk and enhance returns.
- Dear chancellor: what wealth managers want from Hammond
- Robos' first big test: how did they fare? 4
- Ripe for takeover: robo-advisers' profitability challenge 1
- Start-up or back-up: post-referendum impact on business plans
- Artemis’ Dodd: Brewin and Charles Stanley ‘significantly undervalued’
- Uber or Amazon: how to reboot your business model
- No nirvana of regulation-free world post-Brexit
Tuesday Papers: Aberdeen suffers 13th quarter of outflows
And NatWest Bank has threatened to charge for deposits as negative interest rates loom.
- Premier's Smith: electricity and water can be a good mix
- Report claims SJP clients find it 'impossible' to track fees 5
- BlackRock to play policy divergence with new strat bond fund
- Alternatives firm partners with boutique for fund launch
- Ask a CEO: How to approach an investment meeting
- Six month crunch: Fidelity grabs Citywire Group Ratings top spot
Citywire 10k: video highlights
Citywire held its sixth annual charity run last week, which hosted over 200 people and raised £14,000. Here are the video highlights.
Premier's Smith: electricity and water can be a good mix
Exposing your person to electricity and water simultaneously is ill-advised, but what about your portfolio?
On the Road... in the South West
The On the Road team travelled to the corners of Devon and Cornwall to find out more about the wealth management scene in South West England, writes Ted Monroe.
Profile: how to control your destiny in an age of regulation
‘RDR was good news to us because it aligned our practices with the industry,’ says Courtiers boss Jamie Shepperd
Pub talk with Andrew Davies, LGT Vestra
Known unknowns: Allocation decisions for a post-Brexit world
Office Spotlight: Rathbones, Glasgow
From ATMs to ageism: what really bothers these wealth managers?
Office Spotlight: Cumberland Place
Pub talk with WH Ireland's Craig Allison
Change of emphasis for post-Brexit portfolios
A day in the life of Wise Investments' Tony Yarrow
Alan Beaney: Opportunities for the brave
Office Spotlight: Ascot Lloyd
Pub Club: Psigma's new look Edinburgh office
Office Spotlight: Tilney Bestinvest
On the Road... in the South West
Pub talk: John Crowley and Rebecca Fournier-D’Albe, Hawksmoor
Focus on the fundamentals
Sarasin & Partners: Focus on downside in uncertain times
Office Spotlight: Walker Crips
Dining with Jessica Crane in our favourite pub yet
Office Spotlight: Psigma
Cazenove's Jeffrey on potential referendum repercussions
Office Spotlight: Charles Stanley