Insights & research

Merger arbitrage

Yazann Romahi, senior portfolio manager for the Global Multi-Asset Group provides his insights into the merger arbitrage strategy, discussing the importance of a unique and diversified investment approach and the strategy outlook for the future.

Adviser Charging: putting a price on financial advice

As part of the upcoming Retail Distribution Review many investment advisers in the UK face a major change in how they operate. Our latest report offers firms a practical guide on making the successful transition from commission-based charging to fees.

The Retail Distribution Review: The challenge and the opportunity for wealth managers

Our latest report is an essential resource for wealth managers wishing to explore the impact and opportunities in a post-RDR world.

Reports

The Wealth Management Report: Meeting the expectations of UK high net worth clients

The current economic downturn will have a profound effect on the wealthy - more so than in previous recessions. In this report we look at the short term consequences of the global slowdown for high-net worth clients and overlay this with the longer term business trends effecting the market-place. Our report also taps into servicing the future wealthy and positioning your business to meet the expectations of your clients now.

Guide to the Markets

Guide to the Markets

A unique and innovative market analysis tool for IFAs.

Upcoming webconferences

See our investment professionals talk in-depth about the prospects and trends in world markets.

Guide to the Markets Weekly Market Recap

Weekly market analysis to help get a better understanding of the market direction

Featured funds

Spotlight on our most popular funds