CFA UK awards fellowship to former AIC chair

CFA UK awards fellowship to former AIC chair

Trade body appoints three fellows The CFA Society of the UK has awarded a fellowship to former chair of the Association of Investment Companies (AIC), and current chair of St. James’s Place and Polar Capital Technology Trust, Sarah Bates. Fellowships...
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FCA bans husband and wife advisers for mis-selling endowment policies

FCA bans husband and wife advisers for mis-selling endowment policies

FCA bans husband and wife advisers The Financial Conduct Authority (FCA) has banned a husband and wife financial adviser duo from working in financial services for “integrity failings” following a string of mis-selling claims. John Chisea and Colet...
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Schroders hires global equities manager from Union Investment

Schroders hires global equities manager from Union Investment

Frank Thormann joins Schroders from Union Investment Schroders has expanded its global equities team with the appointment of Frank Thormann as a portfolio manager. At Frankfurt-based Union Investment, Thormann (pictured) was a senior portfolio manager with res...
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Premier AUM hits record £6bn amid run of positive inflows

Premier AUM hits record £6bn amid run of positive inflows

Premier’s CEO Mike O’Shea Premier Asset Management has ended its financial year reporting its 18th consecutive quarter of positive net inflows. In a trading update for its fourth quarter ending 30 September 2017, the group reported total net inflow...
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Aviva Investors calls for overhaul of 'biased' sell-side research

Aviva Investors calls for overhaul of 'biased' sell-side research

Survey of 342 sell-side analysts conducted by Aviva Investors Aviva Investors has proposed reforms of sell-side research practices, which it said were failing investors by being “overly positive, sometimes biased, and preoccupied with short-term financia...
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Fraser Donaldson: Home truths on DFM due diligence

Fraser Donaldson: Home truths on DFM due diligence

Fraser Donaldson: “Keep separate what is important to the client and what should be important to the adviser.” Fraser Donaldson’s wife said she was the wrong person to ask what a client might expect from a discretionary firm as she...
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Diverisity Project launches database to support individuals returning to industry after career break

Diverisity Project launches database to support individuals returning to industry after career break

Helena Morrissey, chair of the Diversity Project The Diversity Project has launched a Returners Database, allowing those who are rejoining the investment sector after a career break to register their skills and expertise. The database, created in association w...
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Barclays launches impact fund of funds

Barclays launches impact fund of funds

Barclays has launched an impact investing fund Barclays has launched an impact investing fund in order to meet ‘growing demand’ from clients for social and environmentally-conscious investments. The Barclays Multi-Impact Growth fund offers investor...
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Former Gartmore investor approached to back OMGI management buyout – reports

Former Gartmore investor approached to back OMGI management buyout – reports

Former Gartmore owner and US private equity firm Hellman & Friedman has been approached about backing a buyout of Old Mutual Investment Management from parent Old Mutual Wealth. Hellman & Friedman is among a number of parties in talks with...
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ETF Snapshot: European large caps suffer outflows as euro strengthens

ETF Snapshot: European large caps suffer outflows as euro strengthens

European large cap ETFs suffer outflows In the week ending 1 September, European large caps recorded their second week of outflows, according to data from TrackInsight, as the euro continues to strengthen against sterling and the US dollar. Over the...
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