Insights by Tag:

discretionary management

Products
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14 Mar 2024

UBS: AMCs are well beyond long-only strategies

UBS has one of the longest track records in the industry for these...

Products
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17 Apr 2020

UK advisor enters discretionary space with structured products fund portfolio

UK advisory firm Lowes Financial Management which has approximately...

Market
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09 Jan 2020

Buy-side view - Fortem Capital: we’re not convinced RFQ tools/MIPs offer value for money

Fortem Capital partnered with Lowes Financial Management to launch the...

Products
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24 Apr 2019

Product snapshot: Catley Lakeman’s ‘boring fund’ does exactly what it's supposed to

The firm’s investment management subsidiary has reported that its...

Market
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12 Feb 2019

Fortem (part 2): we are not here to sell an autocall every day

In the second part of this interview, Fortem Capital founding partner...

Market
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11 Feb 2019

Fortem: ambition is to double the securities business in next two years

Fortem Capital has increased its profile in the UK retail structured...