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Latest - The Investment Committee

  • Dynamic Planner CEO outlines 5 key issues for financial planning in 2020

    16 January 2020

    Suitability, cashflow, sustainability, regulation and technology. Dynamic Planner CEO Ben Goss outlines what he believes will be the most transformative issues affecting financial planning in 2020. 1. Sustainability becomes part of the suitability conversation: Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment...

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  • Are custody services an alternative to platforms? An interview with Pershing’s Matthew Lonsdale

    16 January 2020

    Rob Kingsbury spoke with Matthew Lonsdale, Relationship Manager at BNY Mellon’s Pershing, about how using a custodian can be more cost-effective for financial planning firms and wealth managers than using multiple platforms, the rise of digitalisation in financial services and how it can be used to create value in financial planning businesses. RK: How...

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  • Orbis makes third risk-rated fund available to retail investors 

    15 January 2020

    Orbis Investments has opened its third fund – the Global Cautious – to UK retail clients.  The asset manager says this completes Orbis’s risk-rated range, which now offers   low-risk, medium and higher risk options, the Global Balanced and Global Equity already being available to investors. The Orbis OEIC Global Cautious Fund will look...

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  • Geopolitical risks – How worried should we be about Iran?

    9 January 2020

    David Jane, multi asset fund manager at Premier Miton, considers the possible impact of this week’s clash between Iran and the US. The year has started with the news dominated by the Middle East, in particular Iran’s use of proxies to attack US facilities in Iraq and the US’s somewhat aggressive response in assassinating...

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  • Responsible & impactful investing prioritised by majority of millennial investors

    8 January 2020

    Over three quarters of millennials now prioritise socially responsible and impactful investing, principles that will reshape the investment landscape, a new survey has revealed. According to a global poll by deVere Group, 77% of millennials cite environment, social and governance investing as their top priority when considering investment opportunities. Nigel Green, CEO and founder, deVere,...

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  • Defaqto launches guide to balancing pensions freedoms and risk

    7 January 2020

    Financial information firm Defaqto has published a new guide too help advice firms advising on the pension freedoms. The guide, Balancing pension freedoms and risk in the modern advice world, written in conjunction with Canada Life, is designed to provide advisers with information and advice following the recent raft of regulatory changes. Defaqto said the guide...

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  • HSBC plans ‘substantial’ growth in ETF business

    6 January 2020

    HSBC Global Asset Management is planning to substantially grow its ETF business in 2020 and into subsequent years. The firm currently manages USD49.3 billion in passive strategies1 and USD8.5 billion in ETF strategies. In the first half of 2020, it will launch eight new ESG ETFs focusing on Europe, US, Japan, developed markets, emerging...

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  • Best investment performer of 2019 – Japan Equity fund

    5 January 2020

    Legg Mason’s IF Japan Equity fund was the best performing fund of the past decade, according to Willis Owen. Figures showed the fund returned 701.17% between 31 December 2009 and 31 December 2019, as exposure to higher risk Japanese small caps paid off on hopes Japan was out of its deflationary spiral and growth...

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