News

Category: Portfolio Adviser

Fitz Partners: One in six fund share classes have changed fees in past year – Portfolio Adviser

October 20, 2023

One in six fund shares classes have had their fees changed in the past year, research has found. Fund research firm Fitz Partners said 17% of share classes have made

FCA report highlights failures in ACD market – Portfolio Adviser

June 30, 2021

The Financial Conduct Authority has found some authorised corporate directors (ACDs) are operating in the asset management market with inadequate standards in place. The findings come in a review published on Wednesday

FCA changes could fail to budge pre-RDR investors – Portfolio Adviser

May 30, 2018

…Old Mutual Global Investors, Legal & General, Franklin Templeton and BNY Mellon investors face the largest discounts on OCFs for clean share classes, after Baillie Gifford, according to the Fitz

JPMAM variable fee leaves room for further economies of scale – Portfolio Adviser

March 21, 2018

… Fitz Partners chief executive Hugues Gillibert says a fixed fee model “might be simple and predictable” but is not necessarily transparent, which is what the regulator wants. view full

Performance fees slump as fund managers struggle to deliver – Financial News

September 4, 2024

Cost-cutting risks robust fund governance, expert says – Ignites Europe

July 15, 2024

Money market fund fees rise as subsidies decline – Ignites Europe

June 19, 2024

What our clients say

Fitz Partners is providing industry top quality fee data on a wide array of share classes for a large number of funds and Asset Managers. They are providing a top-notch service.

We appreciate you sharing your expertise with us and allowing a free exchange of views and industry knowledge with our team.

Once again, thank you for delivering the Fitz Board Reports over a number of years now, and proceeding with the discussed development to make the reporting in line with our needs for the FCA requirements. The AoV reporting for cost was very well received by the Board

Thank you for being so responsive and delivering the 250+ share classes customised fee benchmarking report using our proposed share class pricing following the merger. It has been extremely useful, and we appreciated the way you presented our fund fees and share classes in the executive summary.

Thank you for your excellent support and responsiveness. The Fund Charges database and benchmarking reports are extremely useful for Luxembourg transfer pricing purposes.

Thank you for making yourself available for our ongoing internal discussions on performance fees. Our team finds the access to the performance fee database very valuable and it makes their review process so much easier and quicker.