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Sarasin boosts sales team for DFM push

28 November 2014 1:21 pm | By Michael Berry

Sarasin & Partners have added two people to its intermediary sales team as it aims to grow its business with DFMs.

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Eurozone inflation falls to 0.3%

28 November 2014 10:54 am | By Sam Macdonald

Euro area inflation fell to 0.3 per cent in November, from 0.4 per cent in October, according to the latest flash estimate by Eurostat.

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L&G restructures following John Pollock exit

28 November 2014 9:48 am | By Sam Brodbeck

Savings split into mature and digital divisions.

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Chris Gilchrist's FiveWays links with Parmenion for new proposition

28 November 2014 9:25 am | By Sam Macdonald

Chris Gilchrist’s FiveWays Financial Planning has teamed up with discretionary model platform provider Parmenion for the launch of its new investment proposition.

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Japan core inflation falls to 0.9%

28 November 2014 8:36 am | By Sam Macdonald

Japanese core inflation fell to a 13-month low of 0.9 per cent in October with not long to go before a vote on a rise in sales tax.

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Ex-Lloyds FD joins Alliance Trust board

28 November 2014 8:19 am | By Sam Macdonald

Alliance Trust has appointed former Lloyds Banking Group insurance division finance director Gregor Stewart as non-executive director.

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Ormiston's new Old Mutual European small-cap fund revealed

27 November 2014 12:08 pm | By Michael Berry

Old Mutual has unveiled the European small-cap fund it has set up for recent recruit Ian Ormiston.

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Caledonia's Mitchell to join Jupiter for global equities push

27 November 2014 11:11 am | By Michael Berry

Jupiter has hired Caledonia Investments’ Stephen Mitchell as its new head of global equities strategy to boost its abilities in the sector.

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Systems spend pushes Charles Stanley to £3.9m loss

27 November 2014 9:50 am | By Sam Macdonald

Charles Stanley has posted a £3.9m loss for the six months to 30 September after incurring costs from an upgrade to its systems and processes.

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IMA: Consumers don't want to look under the bonnet of investments

27 November 2014 | By Tessa Norman

There is a limit to the disclosure fund managers should provide, IMA suggests. 

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Woodford hires risk and compliance chiefs

26 November 2014 3:33 pm | By Sam Macdonald

Woodford Investment Management has hired Simon Osborne as head of compliance and Gavin St. John-Heath as chief risk operations officer.

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Schroders launches UK mirror of £4bn ISF Global Multi-Asset Income

26 November 2014 1:58 pm

Schroders has unveiled a UK-based mirror of its £4bn Luxembourg-domiciled Schroder ISF Global Multi-Asset Income fund.

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Tracker funds net record inflows in October

26 November 2014 11:32 am | By Sam Macdonald

Tracker funds saw a record month of inflows in October having attracted net retail sales of £590m, Investment Management Association figures show.

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OMGI takes on Ignis Asian equities man Diamond Lee

26 November 2014 11:18 am | By Sam Macdonald

Old Mutual Global Investors has appointed ex-Ignis Asian equity fund manager Diamond Le as portfolio manager on its Asian equities team.

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Partnership banks on US launch and DB deals to counter Budget blow

26 November 2014 10:09 am | By Sam Brodbeck

Annuity sales “well below” 50 per cent of pre-Budget levels.

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US GDP revised up to 3.9% for Q3

25 November 2014 3:34 pm | By Sam Macdonald

US real GDP increased at a rate of 3.9 per cent in the third quarter of 2014, up from a provisional estimate of 3.5 per cent, according to Bureau of Economic Analysis figures.

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Nucleus rolls out annuity portal after pilot

25 November 2014 2:46 pm | By Sam Macdonald

Adviser-owned wrap Nucleus has launched it annuity portal to the wider market on its platform following a pilot.

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Square Mile partners with Cofunds for fund research

25 November 2014 12:25 pm | By Michael Berry

Square Mile has partnered with Cofunds to offer fund research.

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Citigroup fined $15m for equity research failings

25 November 2014 8:56 am | By Michael Berry

 The US financial regulator has fined Citigroup $15m for failing to stop equity analysts from telling the public one thing and big clients another.

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BoJ board members warn of stimulus risks

25 November 2014 8:24 am | By Sam Macdonald

BoJ members warned last month of the potential costs of further monetary easing.

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FCA warns of continuing conflicts on in-house investment models

24 November 2014 3:33 pm | By Sam Macdonald

A number of wealth management firms and private banks are continuing to fail in monitoring how their in-house investment propositions are being used by clients, an FCA thematic review has found.

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Telegraph links with Interactive Investor for direct platform launch

24 November 2014 11:26 am | By Sam Macdonald

Interactive Investor has partnered with the Daily Telegraph to launch a new investment service, Telegraph Investor.

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Old Mutual Wealth sets out bulk conversion plans

24 November 2014 9:25 am | By Sam Macdonald

Old Mutual Wealth has set out its bulk conversion plans on its platform which will see it undertake the first switches in February 2015.

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Santander to launch D2C platform

24 November 2014 9:05 am | By Natalie Holt

Bank is reportedly looking at platform launch next year for new and existing customers.

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'We don't have all the answers': Nest seeks views on post-Budget investment strategies

24 November 2014 9:03 am | By Sam Brodbeck

Consultation aims to understand retirement income needs and design investment strategies to reflect new flexibilities.

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Italian bank eyes Coutts bid

24 November 2014 8:58 am | By Natalie Holt

Intesa said to be trying to persuade RBS to sell the whole of Coutts, including the UK business.

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Neil Woodford to launch biotech investment trust

24 November 2014 8:37 am | By Sam Macdonald

Neil Woodford is set to launch a new biotech investment trust through his new venture next year.

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Sarasin teams with Indexx Markets to create 'more efficient' S&P 500 index

21 November 2014 11:30 am | By Michael Berry

Bespoke indices give asset managers the ability to separate and sell their investment process, Indexx Markets co-founder James d’Ath says.

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IMA: Consumers don't want to look under the bonnet of investments

21 November 2014 11:30 am | By Tessa Norman

There is a limit to the disclosure fund managers should provide, IMA suggests. 

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Barnett's Perpetual Income & Growth fees squeezed to 0.6%

21 November 2014 9:16 am | By Michael Berry

Perpetual Income & Growth has screwed down Invesco Perpetual’s management fees by 15 basis points to 0.6 per cent.

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VCT firm rebrands from Isis

21 November 2014 8:45 am | By Michael Berry

Isis Capital Partners has changed its name to Living Bridge, shaking off the unfortunate connection with an Islamic militant militia.

Comments (2)

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Govt waters down HMRC bank account raid powers

21 November 2014 8:43 am | By Sam Macdonald

Chancellor George Osborne has weakened HM Revenue & Customs powers to raid bank accounts for unpaid taxes following an outcry from MPs, banks and charities.

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Aberdeen's WinterFrost to chair CFA UK

20 November 2014 10:59 am | By Michael Berry

Aberdeen’s Natalie WinterFrost has been appointed chairman of the CFA Society of the UK.

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UBS launches Global Enhanced Equity Income fund

20 November 2014 10:32 am | By Adam Lewis

UBS launches an enhanced global equity income fund with a 7.2 per cent indicative current equity yield.

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Predicting the future: Can a single investment charge work in practice?

20 November 2014 8:30 am | By Tessa Norman

Following the Consumer Panel’s damning report on fund management costs, is its idea of a single investment charge viable?

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The Platforum hosts Female Investment Forum

20 November 2014

The Platforum is hosting its annual Female Investment Forum to bring together women from across financial services to network and discuss their perspective on the world of investment.

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Psigma launches income-tweaked version of Cautious strategy

19 November 2014 11:14 am | By Michael Berry

Psigma Investment Management has unveiled an income-tilted version of its Cautious MPS strategy.

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S&P warns of fresh recession over ECB monetary stimulus

19 November 2014 8:58 am | By Sam Macdonald

S&P warns the ECB buyback scheme cannot generate more than €40bn of net stimulus once old loans are paid back.

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BofA ML: Risk appetite on the rise in November

18 November 2014 2:14 pm | By Sam Macdonald

A net 47 per cent of the global panel says the economy will strengthen in the coming year, up from a net 33 per cent in October.

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M&G hit by £1bn UK outflows

18 November 2014 10:21 am | By Sam Macdonald

Total net inflows year-to-date are at £5.3bn, with some £1.5bn taken in during the third quarter.

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