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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Articles

Neil Woodford to launch investment strategy platform

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

Neil Woodford (pictured) has furthered his venture back into financial services by announcing the launch of W4.0 — an investment strategy platform. A year ago, the former ‘star’ fund manager re-emerged with a weekly economics newsletter after a period out of the spotlight following the demise of the Woodford Equity Income fund.
The defensive US funds that outperformed in market downturns

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

Markets have been in dismay following Donald Trump’s sweeping tariff announcements, with the S&P 500 dropping 12.1% in the week after. A 90-day pause on enforcing higher tariff rates saw the US index recover 9.5% on Wednesday, but the brash trade policy is set to create uncertainty for months to come. Many investors are therefore looking to make their portfolios more resilient, especially considering how large of an allocation the US has become to most.
EQ Investors considers ‘strategic partnership’ with larger firm

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

EQ Investors is exploring a ‘strategic partnership’ to take the firm forward. Philanthropist John Spiers (pictured), who acquired the firm a decade ago and currently serves as chair, said passing his shares to a foundation, as previously planned, may no longer be the right path for the sustainable investor’s future.
Calastone: Investors pull record £3.5bn from UK equities in Q1

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

UK-focused funds suffered their worst ever quarter for net flows with investors pulling £1.19bn in March, despite the UK market outperforming the global index from a returns perspective, according to Calastone’s latest Fund Flow Index. In the first quarter as a whole, investors have redeemed £3.48bn from UK equity funds.
FCA and Treasury launch consultation on streamlined regime for asset managers

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

The Financial Conduct Authority (FCA) and Treasury have launched a consultation on simplifying rules for asset managers as the regulator seeks to disentangle regulation from the EU’s alternative investment fund managers directive (AIFMD). The proposals, outlined in a call for input paper on the future regulation of alternative fund managers, aim to cut red tape to make it easier for firms to enter the market and compete on a global scale.
UK remains least popular market despite mounting disdain for US equities

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

Retail investors removed £563m from funds in February as Donald Trump’s volatile tariff policies loomed, according to the Investment Association (IA). It was a de-escalation from the £3bn of outflows the month prior. The vast majority of February’s outflows came from equity funds, which lost £1.6bn over the period.
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth

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

Just one in three asset and wealth management firms consider themselves “good innovators” despite the need to adapt to shifting regulatory regimes, liquidity pressures and AI adoption, according to Alpha Financial Markets Consulting’s Asset & Wealth Management Outlook report for 2025.
Euan Munro exits CEO role at Newton IM

3 weeks ago | portfolio-adviser.com | Natalie Kenway

Euan Munro is stepping down from his role as chief executive officer at Newton Investment Management. In a post on LinkedIn, Munro (pictured) confirmed his departure and thanked his former team and global client base. “It has been a pleasure to lead this storied firm. I wish you all the very best. I am leaving behind some of the best investors I have ever had the privilege to work with, they will continue to be great without me.” See also: Gold soars, tech slumps: What happened in markets in March?
James Rainbow joins St James’s Place Wealth Management as CEO

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

Former Schroders head of UK James Rainbow (pictured) has taken on the CEO role at St James’s Place Wealth Management. Rainbow announced the appointment on LinkedIn, while an SJP spokesperson also confirmed his appointment as chief executive of its wealth management legal entity. See also: Marlborough expands multi-asset rangeHe left Schroders in November 2024, having worked at the firm for 18 years in roles across distribution and marketing.
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.