Investment Insight: Does fund size affect performance?

Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]

Phil Wickenden

Phil Wickenden: Avoid protection procrastination

The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]

Five minutes with…Kay Ingram

Ahead of speaking at Money Marketing Interactive in May, LEBC public policy director Kay Ingram talks about the importance of putting the client at the centre of the advice process and why she doesn’t agree with the FCA on some of its DB transfer policies Have advisers reached a point of true professionalism yet? In the 38 […]


EIS manager sends Mifid II 10% drop alert

An investment manager offering enterprise investment schemes has alerted investors of a 10 per cent drop in value for one of its portfolios, just over two months after the introduction of Mifid II. Downing, a London-based investment manager, has notified clients and advisers about the drop in value of its Downing Renewables EIS portfolio, which […]


Aberdeen Standard Investments to launch €1bn private equity fund in joint venture

Aberdeen Standard Investments has established a joint venture with Italian investment manager 21Partners to launch a direct €1bn private equity fund. The joint venture, called 21 Aberdeen Standard Investments Limited and made up of six people, will manage a fund targeting “active non-controlling interests” and support growing companies in Europe. The fund, which will launch […]


Harwood Wealth Management buys Southampton IFA

Harwood Wealth Management Group has bought Southampton IFA AE Financial Services for £4.6m. An initial payment of £2.4m plus £1.54m of net cash balances was paid on completion of the deal and a deferred payment of £2.2m will be paid in two lots over the next 24 months, dependent on AE’s performance. The acquisition has […]


Govt to set out new law against bosses who risk employees’ pensions

The Government is set to announce a new criminal offence of neglecting pension responsibilities this week, in the wake of the BHS and Carillion collapses. The Observer reports that ministers are set to confirm they will target employers under the new rules, which will protect pension pots when companies go under. Under the new measures […]