📬 November's issue of PA Magazine is here! This time, dive into: 📰 The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients 📰 The Tokyo Stock Exchange is determined to reduce its listed companies 📰India’s tax glitch: UK investors could be overlooking local capital gains tax implications 📰 Strategic bond funds: Are they a no-brainer amid uncertain markets? ➡ Get your free online access now: https://lnkd.in/e_UzJzbs Issue sponsored by: Artemis Investment Management, Baillie Gifford, Capital Group, Polar Capital, Montanaro Asset Management, Vanguard #PAmagazine #wealthmanagers #bonds #fixedincome #investmentnews #investmentopportunities
Portfolio Adviser
Book and Periodical Publishing
The leading brand for wealth managers, discretionary portfolio managers, private bankers & advisers.
About us
Portfolio Adviser is the leading brand for wealth managers, discretionary portfolio managers, private bankers and advisers specialising in investments across the UK and Channel Islands. We provide detailed analysis of asset allocation, fund selection and portfolio construction through our news analysis website, monthly magazine, tailored events and bespoke guides.
- Website
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http://www.portfolio-adviser.com
External link for Portfolio Adviser
- Industry
- Book and Periodical Publishing
- Company size
- 51-200 employees
- Headquarters
- London
- Founded
- 2005
- Specialties
- Media, Digital , Publishing , Networking, Journalism, Analysis , Events, Wealth Managers, Portfolio Managers, Private Bankers, Asset Allocation, Fund Selection, and Portfolio Construction
Updates
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Wealth managers are looking for new ways to protect their portfolios against inflation as traditional assets fail, writes Harry Bush, head of UK wealth distribution at Nuveen, a TIAA company https://lnkd.in/eMSRaiUP #wealthmanagers #portfoliomanagement #infrastructure #credit
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UK economy grows 0.1% in Q3. Below expectations of a 0.2% increase https://lnkd.in/eaG8tb8V Author: Christian Mayes #UKEconomy #GDP #macroeconomics
UK economy grows 0.1% in Q3 | Portfolio Adviser
https://portfolio-adviser.com
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AJ Bell has reduced ongoing charges for its multi-asset income range by 15 basis points to 0.50% https://lnkd.in/eGhYMb-c Author: Hannah Williford #multiasset #fundmanagement
AJ Bell reduces charges for multi-asset income range | Portfolio Adviser
https://portfolio-adviser.com
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Chancellor Rachel Reeves will announce plans to pool local government pension assets into eight “mega funds” at her Mansion House speech later today https://lnkd.in/eAr5m7Zg Author: Christian Mayes #UKEconomy #RachelReeves #Pensions #Retirement #PensionReform
Chancellor to unveil plans to merge local government pensions into 'mega funds' | Portfolio Adviser
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🌟 Portfolio Adviser is coming to Edinburgh! 🌟 We’re passionate about creating customized events that resonate with your interests, and we’d love your input on the types of events you’d like to see in your area. Our Head of Client Relationships, Darren Bigwood, will be in Edinburgh on January 22nd and 23rd to meet with local professionals, discuss our offerings, and gather your valuable feedback. If you’re interested in connecting, click below to view availability and schedule a meeting: 📆 https://lnkd.in/ebdR3k_3 Alternatively, feel free to send a message directly to Darren Bigwood via LinkedIn. #wealthmanagers #fundselectors #Edinburgh
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BlackRock Sustainable American Income Trust has dropped the ‘sustainable’ tag from its name in response to the FCA’s incoming Sustainability Disclosure Requirements https://lnkd.in/ebN-ee_5 Author: Christian Mayes #SDR #fundmanagement #ESGinvesting #regulation
BlackRock Sustainable American Income Trust changes name ahead of SDR
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Ian Aylward ASIP CAIA has been appointed AJ Bell’s new head of investment partnerships to support the firm’s expanding model portfolio service (MPS) https://lnkd.in/emZNJJnP Author: Tom Aylott #MPS #portfoliomanagement #peoplemoves
Ian Aylward to lead AJ Bell’s MPS as head of investment partnerships | Portfolio Adviser
https://portfolio-adviser.com
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Chelverton Asset Management has launched a UK equities fund to be managed by Julie Dean, who joined the firm earlier this year, alongside Henry Botting, CFA https://lnkd.in/eCqyew2v Author: Hannah Williford #UKequities #equities #fundmanagement #fundlaunch
Chelverton hires Julie Dean to manage new UK equities fund | Portfolio Adviser
https://portfolio-adviser.com
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In the first of a series of three podcasts with CCLA Investment Management, James Corah, head of sustainability, argues the industry needs to refocus on its objective of driving genuine change ▶ Listen to the podcast: https://lnkd.in/ev73wJTf #podcast #SustainableInvestments #WealthManagement
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