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Forthcoming Event

  • SHOREX EVENTS ORGANISER

    Specialist media group for the wealth management industry                                                                                                                                                          

  • SHOREX EXHIBITION & CONFERENCE
    SHOREX EXHIBITION & CONFERENCE

    The exhibition and conference is a unique platform where professionals can network to explore new services, products and ideas

  • SHOREX ROUNDTABLES

    Roundtables - Personalised, targeted and efficient approach to connect with your potential client base and present your solutions

  • SHOREX GENEVA

    The Shorex Wealth Management Forum Geneva - Widely recognised as the leading European event for international wealth managers

  • SHOREX EVENTS
    SHOREX EVENTS

    Shorex has organised events in Europe, North America, South America and Asia with more than 40,000 professionals and HNWIs worldwide having attended

Fund Manager Briefing: F&C Property Growth and Income Fund

There will be few investors and fund managers who do not remember the terrific liquidity crisis that afflicted U.K. property funds in 2008. The suspension and swing-pricing of funds - first the smaller ones and ultimately the behemoths - caused considerable trauma to a market that had not seen material challenges to the value of the asset class since the early nineties. An enduring legacy...

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Fund Manager Briefing: UBS (LUX) Bond SICAV–Convert Global (EUR)

Uli Sperl joined UBS in 2005. Prior to that he was portfolio manager at Activest Investment in Munich. In his role at Global Asset Management Uli is responsible for the strategy and management of global convertible bond funds. He is part of a five-person team that is split up into three senior and two junior managers. The three senior managers split the workload by region...

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Fund Manager Briefing: Hermes Emerging Market Equities Fund

It is increasingly popular for emerging markets to be contextualised within myriad acronyms such as BRIC (Brazil, Russia, India, China), MINT (Mexico, Indonesia, Nigeria, Turkey), and the unwieldy CIVETS (Colombia, Indonesia, Vietnam, Egypt, Turkey, South Africa). Gary Greenberg, lead manager of Hermes Emerging Market Equities Fund, doesn’t care much for these acronyms...

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Fund Manager Briefing: UBS Dynamic Alpha Fund

Gregor Hirt joined UBS Global Asset Management in January 2014. Prior to that Gregor was lead portfolio manager for multi-asset funds at Schroders, where he worked with Andreas J. Köster, Managing Director and Head of Asset Allocation & Currency at UBS AG, who leads the UBS multi-asset team. Although Gregor Hirt only joined UBS recently, he has been acquainted...

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Fund Manager Briefing: Martin Currie North America Fund

Edinburgh is a beautiful and remarkable city for many reasons, but few outside the U.K. might appreciate the extent of its influence in the fund management world. Indeed, its importance has been reinforced by the slew of fund manager consolidations in the auld town, of which Martin Currie—following its takeover by Legg Mason—is the most recent. Corporate mergers can...

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Fund Manager Briefing: Baring Global Resources Fund

Duncan Goodwin joined Barings in January 2014 as the head of global resources and lead manager of Baring Global Resources Fund from Martin Currie Investment Management, where he was a lead global resources portfolio manager for nine years. With his arrival Mr. Goodwin replaced Jonathan Blake as fund manager of Baring Global Resources Fund. Since the change of a fund manager...

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Fund Manager Briefing: Henderson Strategic Bond

Co-manager arrangements seem to be quite common in the bond fund space; think Paul Read and Paul Causer at Invesco Perpetual or James Foster and Alex Ralph at Artemis. Perhaps one of the most enduring pairings would be John Pattullo and Jenna Barnard, who have worked together for 11 years at Henderson and preside over one of the U.K.’s best known bond...

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Fund Manager Briefing: Jupiter Absolute Return Fund

It is unlikely you could find two more different fund houses than Swip and Jupiter. Swip managed a significant internal book of life company balance sheet assets and was undergoing significant transition away from active equities before its takeover by Aberdeen. Jupiter, on the other hand, with its strong retail focus, has been highly committed to active fund management, with a...

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Fund Manager Briefing: Andrew Neville, Portfolio Manager, Global Smaller Cap Equities

“First, furthest, and fastest” might sound like a variation of the Olympics motto, but it is in fact the small-cap equity (SCE) mantra of fund manager Andrew Neville. He advocates SCE investing with considerable gusto and some compelling facts. The bases of his mantra are that SCEs rise first among all equities in a recovering economic cycle, they rise furthest, and in the first 12-24 months...

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Fund Manager Briefing: Newton Global Income Fund

Newton has been something of a leader in developing a comprehensive equity income fund suite. Newton Global Income was among only a handful of comparable funds when it was launched in 2005. Then, Lipper’s Global Equity Income sector didn’t yet exist. Today, there are 29 funds in that sector, of which only four were in existence at the time of the Newton launch...

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About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

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