Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Zurich unveils new retail fund range

Zurich unveils new retail fund range

Insurance group Zurich has launched a range of outcome-focused investment strategies.

Called the Zurich Collection, the fund selection will be determined by Richard Romer-Lee’s Square Mile Investment Consulting and Research venture.

Four strategies will be available: capital accumulation, income provision, capital preservation, and inflation protection.

The average annual management charge secured by Zurich across the suite, which includes exchange-traded funds (ETFs), is 57 basis points.

‘The Zurich Collection is our latest investment solution designed to make life easier for advisers,’ said Mark Peters, head of retail wealth propositions at Zurich UK Life.

He added that while the funds were all open-ended or ETFs at the moment, there was ‘scope to include investment trusts in the future’.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Taxicab Tenner: AXA IM's Nicolas Trindade

Taxicab Tenner: AXA IM's Nicolas Trindade

After a summer break, it is the turn of AXA Investment Manager's Nicolas Trindade to give a £10 view of how fixed income is faring.

Play Wealth Manager Olympics: the Relay

Wealth Manager Olympics: the Relay

In the final round of the Wealth Manager Olympics, our intrepid athletes team up for the relay.

Play Wealth Manager Olympics: the Shot Put

Wealth Manager Olympics: the Shot Put

After busting a gut in the 100m sprint, our wealth manager Olympians displayed their brute strength in the shot-put.

Read More
Your Business: Cover Star Club

Profile: gearing up for the shift from consolidation to start-ups

Profile: gearing up for the shift from consolidation to start-ups

‘I think the industry is evolving rapidly, but not necessarily as a whole,’ says the head of recently launched Charles Nicholson AM

Wealth Manager on Twitter