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Wealth Management & Market News
- Quilter selects PIMCO to manage Global Government Bond fund in rebalanceon May 13, 2026 at 1:55 pm
Quilter has launched of its Quilter Investors Global Government Bond fund today (13 May) and selected PIMCO to manage the mandate.
- Forvis Mazars cuts Fidelity dividend fund in portfolio rebalanceon May 12, 2026 at 11:00 am
Forvis Mazars has reduced or fully exited positions in the Fidelity Global Dividend fund held by its sustainable model portfolios.
- Quilter WealthSelect reduces gold exposure in pre-price drop rebalanceon February 2, 2026 at 11:56 am
Quilter WealthSelect has initiated an ad hoc rebalance as the “extraordinary” performance of gold took portfolio allocations materially away from […]
- Japanese bond 'carnage' leaves investors hoping for BoJ and Fed interventionon January 27, 2026 at 3:06 pm
Japanese government bonds (JGBs) have sold off dramatically in recent days and the growing expectation is for some Bank of Japan, or even the US […]
- Partner Insight: Diversification proves its worth as markets reseton December 22, 2025 at 8:00 am
- AJ Bell taps Northern Trust and Carne Group to support £5bn multi-asset fund rangeon November 24, 2025 at 3:20 pm
AJ Bell has selected Northern Trust and Carne Group to provide asset servicing and authorised corporate director (ACD) services, respectively, for […]
- Quilter Cheviot pivots towards global equities as recession risk reduceson November 11, 2025 at 2:39 pm
Quilter Cheviot has increased the risk exposure within its Managed Portfolio Service in the recent rebalance by adding to its international equities […]
- Forvis Mazars removes Stewart Investors fund from MPS following triple manager exiton November 5, 2025 at 2:17 pm
Audit and tax firm Forvis Mazars has swapped out a Stewart Investors fund from its model portfolio service (MPS) following the exit of three […]
- Evelyn Partners favours Europe over UK in Index MPS rebalanceon October 21, 2025 at 10:38 am
Evelyn Partners has pivoted towards fixed interest and has shaved UK equity holdings in favour of European equities in the latest rebalance of its […]
- Evelyn Partners sheds UK equities in Core MPS rebalanceon October 17, 2025 at 10:44 am
Evelyn Partners has reduced its UK equities exposure across its Core Managed Portfolio Service (MPS), addressing “a large overweight to the UK and […]
- Aberdeen head of UK wholesale McCarthy on returning vowels, enhanced index funds and consolidationon January 15, 2026 at 11:44 am
Fergus McCarthy, head of UK wholesale and closed end fund sales and marketing at Aberdeen Investments, said the mood last year - including from […]
- Partner Insight: Diversification proves its worth as markets reseton December 22, 2025 at 8:00 am
- FCA chief: No allegations of market abuse around Budget leaks so faron December 16, 2025 at 2:09 pm
Financial Conduct Authority (FCA) chief executive Nikhil Rathi has told the Treasury Select Committee it is not looking at any allegations of market […]
- Event Voice: Your Questions Answered by BNY Investments at the Investment Week Leaders Summiton December 1, 2025 at 10:34 am
- AllianceBernstein's Adam Peters: 'It is business solution to business solution, not product...on November 25, 2025 at 2:11 pm
Adam Peters joined AllianceBernstein as head of UK retail at the start of 2025 at a pivotal time for the asset manager’s ambitious plans to build […]
- FCA's Nike Trost to give keynote speech at Investment Week Private Markets Summit in Octoberon September 11, 2025 at 12:50 pm
Private markets have entered an exciting new era in the UK, as moves like the Mansion House Accord, the inclusion of LTAFs in stocks and shares ISAs […]
- On the night gallery: Fund Manager of the Year Awards 2025on June 23, 2025 at 8:57 am
Investment Week was pleased to bring the industry together again to recognise the winners of the Fund Manager of the Year Awards 2025, at a special […]
- Investment Week reveals Leaders List 2025on May 21, 2025 at 10:53 am
Investment Week is excited to unveil its inaugural Leaders List 2025, as part of the brand’s 30th Anniversary celebrations, in association with […]
- FCA private messaging crackdown not expected to expand to wealth and asset managementon May 15, 2025 at 2:04 pm
The push from the Financial Conduct Authority to assess and monitor the use of private messaging apps in financial services is not expected to be […]
- FCA private markets review raises valuation concernson March 5, 2025 at 12:05 pm
Private markets firms need to better manage the process they use to value assets, according to a review of the sector by the Financial Conduct […]