Tag: discretionary management
UBS: AMCs are well beyond long-only strategies
International | Features
14 Mar 2024 by Pablo Conde
UBS has one of the longest track records in the industry for these types of solutions, having executed the first UBS AMC solution in 2002.
UK advisor enters discretionary space with structured products fund portfolio
Europe | Products
17 Apr 2020 by Pablo Conde
UK advisory firm Lowes Financial Management which has approximately £900m of assets under management is gearing up to launch a sister company, Lowes Investment Management (LIM), a new discretionary service to complement its traditional advisory service.
Buy-side view - Fortem Capital: we’re not convinced RFQ tools/MIPs offer value for money
Europe | Industry
09 Jan 2020 by Pablo Conde
Fortem Capital partnered with Lowes Financial Management to launch the UK Defined Strategy Fund which invests in a variety of strategies most commonly seen within structured investments, aims to deliver in excess of a cash (Libor 3-months) plus five percent return per annum over the medium to long term.
Product snapshot: Catley Lakeman’s ‘boring fund’ does exactly what it's supposed to
Europe | Products
24 Apr 2019 by Pablo Conde
The firm’s investment management subsidiary has reported that its range of funds is close to breaking through the £1 billion AUM mark
Fortem (part 2): we are not here to sell an autocall every day
Europe | Industry
12 Feb 2019 by Pablo Conde
In the second part of this interview, Fortem Capital founding partner Ryan Rogowski discusses the use of funds as a defensive vehicle to manage risk but also to take advantage of opportunistic trades. He also touches upon what products will deliver value in the current environment and how the firm plans to leverage on its business model to grow its business
Fortem: ambition is to double the securities business in next two years
Europe | Industry
11 Feb 2019 by Pablo Conde
Fortem Capital has increased its profile in the UK retail structured products market after the launch of the Lowes Financial Management’s UK Defined Strategy Fund which was launched in collaboration with the Newcastle-based financial firm in late 2018.
