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Gary Shepherd

Editor

Portfolio Adviser

Gary joined Last Word Media in 2009, becoming editor of Portfolio Adviser a year later. Previously, he worked at Incisive Media with roles across its Professional Adviser, Investment Week, Bloomberg Money and Mortgage Solutions titles. Gary has been shortlisted for various awards, winning Headline Money Investment Writer of the Year in 2010.

More Articles From The Author

Lombard Odier's Monier on taking a bolder approach to risk

Lombard Odier's Monier on taking a bolder approach...

Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.

Published : 14, Jul 2017
UK unemployment hits lowest level since 1975

UK unemployment hits lowest level since 1975

The rate of unemployment in the UK has dropped to its lowest level in 42 years, falling to 4.5% in the three months to May according to the Office for National Statistics (ONS).

Published : 12, Jul 2017
EU could force finance staff to move post-Brexit, JPM chief warns

EU could force finance staff to move post-Brexit,...

The chairman and chief executive of global investment bank JP Morgan Jamie Dimon has warned it is decisions made in the European Union not in the UK that will determine if thousands more jobs move from London to other European centres in the wake of Brexit.

Published : 11, Jul 2017
PA ANALYSIS: Will wealth managers avoid scrutiny on charges?

PA ANALYSIS: Will wealth managers avoid scrutiny...

Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?

Published : 11, Jul 2017
Premier boosts AUM after strong Q3 inflows

Premier boosts AUM after strong Q3 inflows

Premier Asset Management has reported its assets under management grew to £5.84bn at the end of June, after the 17th consecutive quarter of positive net inflows.

Published : 11, Jul 2017
Majority of active funds not 'closet trackers' states report

Majority of active funds not 'closet trackers'...

A clear majority of UK active equity funds are not closet trackers and should not be tarred with that brush by the regulator, new analysis of the UK fund market suggests.

Published : 10, Jul 2017
PA ANALYSIS: Is it the right time to be piling into bonds?

PA ANALYSIS: Is it the right time to be piling...

Portfolio advisers have been looking at equity market valuations rather nervously for some time tilting towards less risky assets, taking profits and holding more cash.

Published : 10, Jul 2017
FCA chief’s pay revealed

FCA chief’s pay revealed

FCA chief executive Andrew Bailey took home a total pay packet of £449,000 in 2016/17 according to the regulator’s annual report and accounts.

Published : 6, Jul 2017
UK disposable income falls at fastest level since 2011

UK disposable income falls at fastest level since...

UK households are seeing their disposable income fall at its fastest level since 2011 as inflation bites. Yet investors are doing much better as the low value of sterling underpins stock markets and increases the income from overseas investments.

Published : 6, Jul 2017
Bailey: Post-Brexit rules should not force finance firms' relocation

Bailey: Post-Brexit rules should not force finance...

The chief executive of the Financial Conduct Authority Andrew Bailey has questioned whether financial firms should have to move owing to Brexit, adding that “authorities” should not dictate where financial firms are based.

Published : 6, Jul 2017
Martin Currie Asia Unconstrained Trust boosts yield

Martin Currie Asia Unconstrained Trust boosts...

The Martin Currie Asia Unconstrained Trust has boosted its dividend yield to around 4.5%, with shareholders overwhelmingly backing a distribution from capital in a vote this week.

Published : 6, Jul 2017
Harris: Bonds set to be 'losers'

Harris: Bonds set to be 'losers'

At a time when retail investors are piling into fixed income, City Financial’s head of multi asset Mark Harris has warned the bond bull market is essentially over.

Published : 6, Jul 2017
UK investors pile into bonds and sell down UK equities

UK investors pile into bonds and sell down UK...

Investors piled into the IA Sterling Strategic Bond sector in May, while UK equity funds experienced a net retail outflow of £479m, according to the latest IA statistics.

Published : 5, Jul 2017
Investment trust discounts fall in second quarter

Investment trust discounts fall in second quarter...

Uncertainty stemming from last month’s general election was not enough to stop discounts in the investment trust sector continuing to tighten, according to Winterflood Investment Trusts.

Published : 5, Jul 2017
PA ANALYSIS: Is it time to clear out the clutter of small funds?
PA ANALYSIS: Is it time...

Small and expensive, are funds that have failed to...

PA ANALYSIS: Will Kames survive departure of Milburn and Roberts?
PA ANALYSIS: Will Kames...

Liontrust’s capture of Kames Capital’s prized fixed...

PA ANALYSIS: What’s going on at 'disappointing' Sanditon?
PA ANALYSIS: What’s going...

Sanditon Asset Management’s CEO has leapt to the defence...

OTHER STORIES FROM LAST WORD...