Simplifying Cross-Border Fund Distribution – Episode 1: Understanding fund fees
Killian Lonergan from BBH meets with Laura Guthrie, Research Director at Fitz Partners, to put fee structuring into a broader … Continue reading Simplifying Cross-Border Fund Distribution – Episode 1: Understanding fund fees
EU retail strategy to force funds to deliver value – Ignites Europe
EU funds could face new provisions designed to ensure they are delivering value for money for investors as Brussels prepares … Continue reading EU retail strategy to force funds to deliver value – Ignites Europe
First Sentier absorbs £95,000 in costs with fee cap change – Ignites Europe
First Sentier Investors will absorb more third-party expenses that were previously charged to investors in its UK fund range in … Continue reading First Sentier absorbs £95,000 in costs with fee cap change – Ignites Europe
Brussels considers UK-style value for money legislation – Ignites Europe
The European Commission is considering requiring asset managers to prepare ongoing value for money assessments of their funds, Ignites Europe has learned. … Continue reading Brussels considers UK-style value for money legislation – Ignites Europe
HSBC underwhelms with tiered fees – Ignites Europe
‘…Fitz estimates that HSBC’s tiered management fee would represent a 3.6 per cent cut to the firm’s revenues across its … Continue reading HSBC underwhelms with tiered fees – Ignites Europe
BlackRock to introduce tiered fees to UK range – Ignites Europe
BlackRock will introduce tiered fees to its UK-domiciled fund range as the UK regulator pressures asset managers to pass on … Continue reading BlackRock to introduce tiered fees to UK range – Ignites Europe
Fitz Partners News: Fund Governance, Regulations & Fund Boards
We have picked the main current areas of discussion across the European fund industry linked to fund governance: ESMA Common … Continue reading Fitz Partners News: Fund Governance, Regulations & Fund Boards
‘Dinosaur’ firms put on notice as Columbia Threadneedle cuts fees on larger funds – Ignites Europe
Pressure could grow on “dinosaur” asset managers to cut management fees on larger funds, as Columbia Threadneedle joins a … Continue reading ‘Dinosaur’ firms put on notice as Columbia Threadneedle cuts fees on larger funds – Ignites Europe
UK value assessments fail to tackle expensive fixed fees – Ignites Europe
Experts say the fixed fee model does not pass on savings from economies of scale UK fund boards have failed … Continue reading UK value assessments fail to tackle expensive fixed fees – Ignites Europe
FCA value assessment review: An ‘uncomfortable read’ but unsurprising
The Financial Conduct Authority’s (FCA) recent review of fund managers’ Assessment of Value (AoV) reports makes for “pretty damning” reading … Continue reading FCA value assessment review: An ‘uncomfortable read’ but unsurprising