Multi-asset Financial News

16.02 / 15:54

jp morgan People moves fixed income multi-asset investment research JP Morgan Private Bank names international fixed income and multi-asset research head

Gonzalez first joined the private bank in New York in 2015 as a fixed income investment research analyst.

05.12 / 15:43

Investment Wealth managers Wealth Management multi-asset Investment Week launches inaugural Leaders List 2025 for fund selectors and wealth managers

We are pleased to be recognising the achievements of investment leaders including influential fund selectors, researchers, CIOs, multi-asset and wealth managers who can demonstrate impact at their firms and across the UK investment industry.

15.01 / 16:29

HSBC fund funds schroders equities fixed income multi-asset HSBC private banking secures early access to Schroders multi-asset launch

Schroder ISF Dynamic Income will offer access to a range of investments across listed equities, fixed income, convertible bonds and insurance-linked securities.

11.01 / 15:03

multi-asset Scopic Research adds BNY Mellon and Downing Fox funds to Multi Asset DNA research service

Paul Ilott (pictured), is the managing director at Scopic Research.

11.12 / 11:23

People moves private markets multi-asset analyst Sarasin & Partners boosts MPS and private markets teams with manager and analyst hires

Brodie has joined the Sarasin Bread Street team, which is the specialist private market business formed after the firm’s acquisition of Bread Street Capital in 2022.

08.12 / 15:59

Derivatives Unit trusts/OEICs multi-asset rebrand Atlantic House rebrands Total Return fund to 'improve transparency'

Tom May (pictured), chief executive officer of Atlantic House Investments

05.12 / 14:51

companies equity Asset Managers fixed income multi-asset Premier Miton Premier Miton takes 60% profit hit as net outflows climb to £1.1bn

Mike O'Shea (pictured) is Premier Miton's chief executive officer.

05.12 / 09:31

Risk Management People moves multi-asset Sarasin & Partners adds co-manager to Monson-led Target Return fund

Alastair Baker joined as multi-asset fund manager. He has 14 years' multi-asset investment experience.

28.11 / 19:55

Unit trusts/OEICs OEIC multi-asset Waverton launches three multi-asset funds

These new funds will join Waverton’s existing multi-asset growth and income funds that have around £1bn invested in them, and will be managed by James Mee and his team.

27.11 / 11:29

People moves Alternatives Man Group multi-asset DWS names head of alternative credit for EMEA in growth push

Dan Robinson (pictured) was most recently managing partner of capital asset solutions at Man Group.

18.10 / 10:05

companies liontrust GAM multi-asset Failed GAM bid 'will lead to restructuring' as Liontrust outflows mount

Liontrust CEO John Ions

12.10 / 15:41

Unit trusts/OEICs Alternatives multi-asset MPs Schroders launches alternatives fund for MPS investors

Alex Funk (pictured) is chief investment officer of Schroder Investment Solutions.

27.09 / 10:55

Fidelity People moves equities Jupiter multi-asset Jupiter asset management Fidelity International Manager Jeremy Podger and multi-asset head Eugene Philalithis to retire from Fidelity

Jeremy Podger (left) and Eugene Philalithis (right).

27.09 / 10:27

UK funds multi-asset Returns Invesco to close global targeted returns strategy in push to simplify multi-asset range

Georgina Taylor (pictured), took over as head of multi-asset at Invesco following the retirement of David Millar in March this year.

18.09 / 14:47

UK bonds ESG London Stock Exchange ETFs fixed income multi-asset strategies UK wealth managers turn to fixed income and passives for ESG strategies

'Almost 44% of UK wealth managers and private banks expect demand for index funds and ETFs to increase over the next 12 to 24 months.'

05.09 / 07:43

Invesco UK Unit trusts/OEICs multi-asset Invesco UK funds and Aviva multi-asset range earn ratings from RSMR

The Invesco UK Opportunities fund and Invesco UK Enhanced Index fund have not been rated by RSMR before, with the firm praising both funds for their track records.

31.08 / 12:23

Unit trusts/OEICs multi-asset BNY BNY Mellon IM launches multi-asset moderate fund for Paul Flood

Paul Flood, head of mixed assets at Newton IM and manager of the fund

31.08 / 12:23

People moves multi-asset Allianz GI hires head of multi-asset fundamental investing from DWS

Kos is currently head of multi-asset allocation at DWS Investment, which he joined in 2019.

14.08 / 08:21

Unit trusts/OEICs multi-asset Jupiter rebrands Multi-Asset Income fund

Management and fixed annual charges will remain the same, but the ongoing charge figure will increase by 0.08%.

11.08 / 12:27

Unit trusts/OEICs OEIC multi-asset Jupiter aligns Multi-Asset Income fund with Merlin range

Management and fixed annual charges will remain the same, but the ongoing charge figure will increase by 0.08%.

28.07 / 13:57

Europe companies institutional investors Retail investors multi-asset Inflows Amundi boosted by €3.7bn inflows in Q2

In total, retail investors added €2.1bn to Amundi’s AUM, with €1.9bn of this in treasury products.

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