Eden Financial's Leigh Himsworth said appetite for UK income stocks could be about to wane and investors may become more willing to pay a premium for growth names.
Former Architas multi-manager Richard Philbin has joined Hampshire-based asset manager Hasley Investment Management.
The Bank of England's Monetary Policy Committee (MPC) voted unanimously to keep rates on hold and maintain QE at £375bn in August but expressed fears over sterling's continued appreciation.
The UK's unemployment rate fell in the second quarter of the year, from 8.2% to 8%, although the number of young jobseekers climbed over the period.
The UK economy has been given a surprise boost after the latest official data from the construction sector showed a smaller decline in output than previously announced.