Portfolio Adviser

Portfolio Adviser is a top investment brand catering to wealth managers, discretionary portfolio managers, and advisers who focus on investments in the UK and Channel Islands. This publication comes out monthly and is read by investment writers, key decision-makers, wealth managers, investment managers, private bankers, and analysts throughout the UK, Dublin, and the Channel Islands. The audience primarily consists of investment professionals who specialize in fund selection, asset allocation, and building portfolios for private clients.

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Fidelity appoints global CIO of fixed income

1 week ago | portfolio-adviser.com | Tom Aylott

Fidelity has appointed Marion Le Morhedec as its new global chief investment officer for fixed income, replacing Steve Ellis (pictured) who left the role in March after 13 years at the firm to take a career break. Le Morhedec joined the firm in September after spending almost two decades at AXA Investment Managers, the last three years of which she spent as its head of global fixed income.
BRI Wealth Management appoints head of investments

1 week ago | portfolio-adviser.com | Christian Mayes

BRI Wealth Management has appointed Toni Meadows as the firm’s new head of investments. As part of the role, Meadows will also join the firm’s management board. He brings over 30 years of investment industry experience, having previously served as CIO at Omnis Investments. See also: PEOPLE MOVES: Quilter Cheviot, the FCA, Allfunds, the IA, JupiterHis most recent role was as CIO at The Private Office, which he held for four years before leaving in April 2024.
UK GDP falls 0.3% in April

2 weeks ago | portfolio-adviser.com | Tom Aylott

The UK’s gross domestic product (GDP) fell 0.3% in April, dropping further than the 0.1% decline anticipated by economists. It follows a three-month period in which GDP beat expectations. The surprise 0.7% uptick at the start of the year was welcomed by investors, yet many foresaw a slowdown ahead.
Investment Association names first ever head of private markets

2 weeks ago | portfolio-adviser.com | Christian Mayes

The Investment Association (IA) has named Namita Kain as its first ever head of private markets. The association said the new role has been created in recognition of the increasing importance of private markets within the industry. Kain joins from Octopus Investments, where she worked across private and public equities over four years.
Calastone: UK investors back European equities in cautious May

3 weeks ago | portfolio-adviser.com | Christian Mayes

UK investors bought up European equity funds amid a more cautious May for fund flows. According to Calastone’s Fund Flow Index, overall net inflows to equity funds fell to £525m, representing a £1bn month-on-month fall. European equities enjoyed their strongest month since June 2024, as investors added a net £369m to their holdings.
Fidelity International to launch custom funds for Flying Colours

3 weeks ago | portfolio-adviser.com | Christian Mayes

Fidelity International has announced a partnership with Flying Colours Investment Management Limited, which will see Fidelity create two OEIC funds for clients of Flying Colours’ advice arm. The two funds — the Fidelity ProsperityBuild fund and the ProsperityShield fund — will be available exclusively to Flying Colours clients. The ProsperityBuild fund draws on Fidelity’s global equity research to build a diversified portfolio of high-conviction stocks.
May fund performance: Tech funds bounce while bonds suffer

3 weeks ago | portfolio-adviser.com | Christian Mayes

Tech funds enjoyed a strong recovery while bonds suffered, according to FE fundinfo fund performance data for May. US trade policy once again dominated both narrative and markets in the month, with Donald Trump announcing 50% tariffs on the EU, before delaying their implementation. Funds with significant US tech exposure were the biggest beneficiaries of market movements in the month. The Alger Focus Equity posted the highest returns of any single fund in the IA universe, returning 14.85%.
Woodford portfolio platform to launch this week

3 weeks ago | portfolio-adviser.com | Christian Mayes

Neil Woodford’s platform, W4.0, will officially launch on Friday (6 June). The W4.0 product will be a subscription-based service, offering subscribers access to investment strategies and ideas created by Woodford (pictured), which individuals can then tailor and use on an existing platform, SIPP, ISA or brokerage account.
As defence ETFs launch, where do niche funds fit into portfolios?

3 weeks ago | portfolio-adviser.com | Christian Mayes

Since March, four exchange traded funds (ETF) have come to the marketplace focusing on the defence sector. The new ETFs from WisdomTree, HANetf, Amundi and BNP Paribas Asset Management are aiming to tap into the high and growing spend on national security and defence in Europe. At the end of last year, First Trust and Invesco both launched ETFs focusing on global aerospace and defence innovation.
Janus Henderson launches active fixed income ETF

3 weeks ago | portfolio-adviser.com | Christian Mayes

Janus Henderson Investors has launched the Janus Henderson Tabula Euro Short Duration Income UCITS ETF (JHES), available to European investors. The actively-managed strategy aims to provide enhanced yield and capital preservation across various market cycles by investing in a portfolio of primarily short duration, investment grade debt securities.