Wise Funds News Today

The start of 2022 has been anything but plain sailing for investors, with Russia’s invasion of Ukraine unleashing further volatility on markets.

Wise Funds has changed the investment objective of its TB Wise Multi-Asset Income fund citing external factors.

Wise Funds has changed the investment objective of its TB Wise Multi-Asset Income fund citing external factors.

Tony Yarrow and Vincent Ropers, of Wise Funds, managers with a value and quality approach believe that when a Brexit solution is found UK shares will bounce back.

Multi-asset managers top up on protection amid inflationary spike CPI rises 1.5% in April The Bank of England recently forecast that inflation would gradually tick upwards towards its 2% target by Q3 Multi-asset fund managers have been topping up on allocations to assets guarding portfolios against inflation, which is expected to spike globally over the coming months as a result of booming commodities prices, wage growth and the reopening of economies. The Office for National Statistics reveale...

Oak Investment Partnership will split into Evenlode, Wise Funds and Wise Investment in July

Oak Partnership to demerge as Evenlode becomes independent Wise Investment, Wise Funds and Evenlode VIncent Ropers of Wise Funds Jon Yarker From July 2021, the three partner companies will operate as "distinct" employee-owned companies. The restructure is being pursued to allow for greater simplicity and long-term alignment of the partner companies. Related articles That restructure featured the establishment of Wise Funds and Evenlode Investment Management - headed up by Tonys son Hugh Yarrow ...

Platform lures big hitter from St James’s Place, while Axa names next chairman AJ Bell The investment platform has attracted two female financial services heavyweights as non-executive directors. Baroness Helena Morrissey recently stepped down from the St James’s Place board, with the intention of her succeeding AJ Bell chair Les Platts at the company’s next AGM in January 2022. Morrissey only became a non-executive director at SJP at the start of 2020, and made a controversial start by p...

Wise Funds succession planning commended as Tony Yarrow announces retirement Replacement managers Matthews and Ropers ‘will need to develop their own track record and prove themselves at running the funds on their own’ Wise Funds founder Tony Yarrow is retiring from the business after nearly 40 years in the industry, but fund buyers are expecting a smooth handover of funds to his replacement managers due to the firm’s long-held succession plan. Yarrow (pictured) began his career as a fina...