Return Portfolio News Today

7IM’s controlling shareholder Caledonia Investments is preparing to sell the business in the autumn, according to reports.

7IM has revealed several updates in the functionality of its platform to make it easier for advisers to manage clients’ discretionary fund management (DFM) model portfolios.

Brooks Macdonald approached 7IM controlling shareholder Caledonia Investments about a takeover deal at the end of last year

Brooks Macdonald approached 7IM controlling shareholder Caledonia Investments about a takeover deal at the end of last year

These 10 Wall Street Transcript Interviews with the CEOs of companies that have achieved the rare 1000% return.

Investment Week is hosting its Alternatives Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain. During this interactive briefing, we will hear from a number of alternatives managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond. The managers will identify where they are seeing the biggest opportunities and risks at the moment for their port...

Do we really need to know what our fund managers hold? By Charlotte Richards 6 Over the past few decades, the way we invest has changed dramatically. The industry has progressed so much, particularly when it comes to technology, and investors can now deal funds daily on their laptops and phones, a far cry from the drawn-out processes of old. Investors would be able to see a fund factsheet, including a list of the fund’s top 10 holdings. But now, getting the full det...