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Inside Julius Baer’s push into the model portfolio market
Model portfolios
Mar 20 2026
Inside Julius Baer’s push into the model portfolio market
Why a £112bn ETF giant bought a UK alternatives manager
Exchange-traded funds
Mar 18 2026
Why a £112bn ETF giant bought a UK alternatives manager
What are the best performing adventurous model portfolios?
Model portfolios
Mar 17 2026
What are the best performing adventurous model portfolios?
FCA: firms can help ‘displace scammers’ by using social media
Regulation
Mar 4 2026
FCA: firms can help ‘displace scammers’ by using social media
Swiss banking giant Julius Baer enters UK model portfolio market
Model portfolios
Feb 24 2026
Swiss banking giant Julius Baer enters UK model portfolio market
8AM’s model portfolio gives advisers protection with growth
Model portfolios
Feb 17 2026
8AM’s model portfolio gives advisers protection with growth
Advisers have ‘real appetite’ for tailored client communications
Investments
Feb 16 2026
Advisers have ‘real appetite’ for tailored client communications
The best performing growth model portfolios revealed
Model portfolios
Feb 11 2026
The best performing growth model portfolios revealed
How consumer duty has changed the way advisers do investment management
Consumer duty
Feb 4 2026
How consumer duty has changed the way advisers do investment management
How Mattioli Woods chose J.P. Morgan to run its model portfolio range
Model portfolios
Feb 2 2026
How Mattioli Woods chose J.P. Morgan to run its model portfolio range