Portfoliometrix
Nucleus offers ‘mass customisation’ to customers
Investment approach can be tailored to each client, regardless of the size of their assets
Best Practice | 11 Dec 19
Investment manager creates Prod toolkit for advisers
They still need to work on their ‘to-do’ list as compliance is proving hard
PEOPLE MOVES: Just Group, Schroders Personal Wealth, AJ Bell
Financial services firm hires CEO, while Lloyds joint venture bolsters team to set up adviser academy
Fund toolkits will provide ‘consistency’ for advisers
Prod, global trend investing and 10th anniversary celebrations on the agenda at Feifa conference
PEOPLE MOVES: Fidelity, Jersey Finance, Invesco Perpetual
Fidelity International has poached its new multi-asset co-portfolio manager from Henderson and Jersey Finance has a new business development director for funds. Meanwhile, Neptune’s Douglas Turnbull is set to join Invesco Perpetual.