Adam Lewis

London

Freelance Writer at Freelance

Freelancer, content editor at MA Financial, and ex editor of Fund Strategy. Views are my own. Avid Tottenham Hotspur fan and follower of the NY Giants.

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Articles

Liontrust and AllianzGI: All eyes on AI

1 week ago | fundselectorasia.com | Adam Lewis

March this year marked 25 years since the dotcom crash, and it seems investors are once again expressing concerns over the prospects for the technology sector. In the immediate aftermath of the bursting of the TMT bubble in 2000, investors ran for the hills. The IA Technology sector was about as popular as UK equities are today, and it consistently sat at the bottom of the sales charts as investors were fearful of getting burnt again.
Head to head: All eyes on AI

1 week ago | adv.portfolio-adviser.com | Adam Lewis

March this year marked 25 years since the dotcom crash, and it seems investors are once again expressing concerns over the prospects for the technology sector. In the immediate aftermath of the bursting of the TMT bubble in 2000, investors ran for the hills. The IA Technology sector was about as popular as UK equities are today, and it consistently sat at the bottom of the sales charts as investors were fearful of getting burnt again.
Aviva Investors bolsters UK Wealth team with two senior hires

2 weeks ago | adv.portfolio-adviser.com | Adam Lewis

Aviva Investors has expanded its UK wealth team with the senior hires of a head of UK advisory distribution and a strategic partners director. Hayley Randall (pictured), who joins from HSBC Asset Management, has taken the role of head of UK advisory distribution, where she will be responsible for driving growth and leading distribution for Aviva Investors’ UK IFA channel.
Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth

2 weeks ago | adv.portfolio-adviser.com | Adam Lewis

Former Hargreaves Lansdown (HL) CIO Lee Gardhouse (pictured) has launched a new wealth management firm called Moai Wealth. Gardhouse, who left HL in 2023, is being joined at the firm by Jessica Miller, formerly head of product and proposition at Schroders Personal Wealth, and Adam Lambert, an investment quant analyst at HL.
The PA Adviser Profile: Past, present and future with Rob Burdett

3 weeks ago | adv.portfolio-adviser.com | Adam Lewis

Cast your eyes back, if you are able, four decades ago to the year of 1986. England were getting dumped out of the World Cup by the ‘hand of god’, Top Gun was leading the way in the summer box office takings, and Halley’s Comet came into view for the first time since 1910. It was also the year Rob Burdett, head of multi-manager at Nedgroup Investments, was taking his first steps into the world of investments.
Beyond Finance Awards: Winners revealed!

3 weeks ago | portfolio-adviser.com | Adam Lewis

Our sister title Portfolio Adviser and the Diversity Project are delighted to reveal the winners of the Beyond Finance Awards, which recognises the industry’s trailblazers who are driving positive change through their philanthropic endeavours and commitment to diversity and inclusion.
IFAs warned not to delay succession planning

1 month ago | adv.portfolio-adviser.com | Adam Lewis

Many IFAs are delaying succession planning too long and, as a result, are putting at risk an ideal exit for themselves, their business and their clients, new research has revealed. According to research from ValidPath, an independent IFA network, while three in four IFAs (77%) believe having a succession plan is important, only 31% see it as ‘vital’, while 23% don’t view it as a priority for their business.
Head to head: The Japanese question

1 month ago | adv.portfolio-adviser.com | Adam Lewis

No country seems to divide, or confuse, fund buyers as much as Japan. By way of illustration, despite a 10.2% return from the MSCI Japan index in 2024, net retail sales into the IA Japan sector were broadly flat, with the region recording outflows of £40m for the calendar year. Last year’s performance followed a strong 2023 for the country – with the MSCI Japan up 13.5% – and over three years the index has recorded a cumulative gain of 27.4%.
SJP switches to multi-manager approach on Global Smaller Companies fund

1 month ago | adv.portfolio-adviser.com | Adam Lewis

St James’s Place (SJP) has switched its £1.9bn Global Smaller Companies fund from a single manager strategy to a multi-manager approach, hiring six new external managers to run the portfolio alongside the existing manager, Northern Trust Asset Management. The move was made following SJP’s decision to upgrade its global asset allocation view on smaller companies in December from neutral to positive. This led to global small-cap stocks being increased across SJP’s Polaris and model portfolios.
Guinness VCT partners up with HL in accessibility drive

1 month ago | adv.portfolio-adviser.com | Adam Lewis

Guinness Ventures has made the Guinness VCT available on Hargreaves Lansdown’s VCT investment service, as it seeks to improve accessibility to the vehicle. It said the partnership with Hargreaves Lansdown will enable investors to access the Guinness VCT through an ‘established and trusted’ investment service provider, streamlining the investment process and expanding reach to a broader investor base.