Portfolio Adviser (@portfadviser) 's Twitter Profile
Portfolio Adviser

@portfadviser

The leading brand for wealth managers, discretionary portfolio managers, private bankers & advisers.

ID: 46371070

linkhttp://www.portfolio-adviser.com calendar_today11-06-2009 11:56:45

21,21K Tweet

5,5K Followers

737 Following

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Income investing is bouncing back after the lows of 2023, writes Morningstar Wealth’s Nick Stanhope Learn more: portfolio-adviser.com/equities-begin… #IncomeInvesting #MorningstarWealth

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Markets have seen a spectacular rise since the panic-selling sparked by President Donald Trump’s tariffs announcement at the start of April subsided. Learn more: portfolio-adviser.com/could-us-gover… #Markets #TrumpTariffs #US

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Chinese equities and gold were the top-performing assets in September as investors wrestled with the direction of inflation and interest rates, according to data compiled by Fairview Investing’s Ben Yearsley. Learn more: portfolio-adviser.com/fairviews-year… #Inflation #InterestRates #Gold

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There is real reason to be optimistic, not pessimistic, writes MainStreet Partners’ Pietro Sette Learn more: portfolio-adviser.com/sustainable-sh… #Sustainability #GreenBonds #UK

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Eight in 10 firms (79%) have seen an increase in compliance expenditure over the past 12 months Learn more: portfolio-adviser.com/pimfa-calls-fo… #WealthManagers #FinancialAdvisers

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Index tracking funds experienced their first outflows since October 2023 in August, driven by £1.1bn of net outflows from fixed income trackers, according to the The Investment Association (IA). Learn more: portfolio-adviser.com/investors-floc… #Investors #FixedIncome #Funds

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Sentiment towards ESG investing has seen a “modest improvement” among UK private investors, according to a recent survey. Learn more: portfolio-adviser.com/trumps-esg-hos… #ESGInvesting #UK #Survey

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Liontrust Asset Management PLC has reported a net quarterly outflow of £1.2bn in its trading update for the third quarter of 2025. Learn more: portfolio-adviser.com/liontrust-sees… #ActiveManagement #TradingUpdate

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Net sales of model portfolios (MPS) through UK financial advisers reached £7.8bn in the first half of 2025. Learn more: portfolio-adviser.com/adviser-mps-sa… #MPS #FinancialAdvisers #UK

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Success comes down to clean data, robust governance, and cultural readiness, write Simon Ward and Alan Baker, partners at Farrer & Co Learn more: portfolio-adviser.com/how-to-harness… #PortfolioAdviser #WealthManagement #AI

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As artificial intelligence progresses, Joseph H. Davis argues an active approach to fixed income has more room to add value in an era of higher interest rates. Learn more: portfolio-adviser.com/fixed-income-a… #ArtificialIntelligence #FixedIncome #InterestRates

As artificial intelligence progresses, Joseph H. Davis argues an active approach to fixed income has more room to add value in an era of higher interest rates.

Learn more: portfolio-adviser.com/fixed-income-a…

#ArtificialIntelligence #FixedIncome #InterestRates
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Canada Life Asset Management has hired Rob Williams (pictured) as chief commercial officer. Learn more: portfolio-adviser.com/canada-life-am… #NewHire #PeopleMoves

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Pacific Asset Management has announced it is widening the availability of its proprietary data infrastructure tool for model portfolio services (MPS) to both advisers and discretionary fund managers (DFM). Learn more: portfolio-adviser.com/pacific-launch… #FinancialAdvisers #Tech #MPS

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St. James’s Place (SJP) has expanded its multi-asset Polaris range by adding four multi-index risk rated fund of funds. Learn more: portfolio-adviser.com/sjp-expands-po… #SJP #MultiAsset #Funds

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Latest CCLA mental health benchmark shows only 10 out of 120 companies moved up a performance tier Learn more: portfolio-adviser.com/corporate-enga… #MentalHealth #WellBeing #CCLA

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Nedgroup Investments’ David Roberts and Alexandra Ralph argue the case for the quiet strength of European fixed income Learn more: portfolio-adviser.com/can-investors-… #Europe #GlobalBonds #FixedIncome

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Fidelity International has reduced fees on its bitcoin exchange traded product (ETP) by 10 basis points following the FCA’s decision to allow retail access to crypto products. Learn more: portfolio-adviser.com/fidelity-inter… #Bitcoin #Crypto #FidelityInternational

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T. Rowe Price has named Nataline Terry (pictured) as head of EMEA distribution following the exit of Nick Trueman. Learn more: portfolio-adviser.com/t-rowe-price-n… #TRowePrice #PeopleMoves

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Kelly Gemmell, CFA looks at how active bond fund managers can add value by accessing a wider playing field of bond opportunities that lie outside the benchmark Learn more: portfolio-adviser.com/how-to-reach-b… #Vanguard #FundMangers #Bonds

Kelly Gemmell, CFA looks at how active bond fund managers can add value by accessing a wider playing field of bond opportunities that lie outside the benchmark

Learn more: portfolio-adviser.com/how-to-reach-b…

#Vanguard #FundMangers #Bonds