Berkeley Berry Birch spent £795,000 on adviser fees for its failed merger with Inter-Alliance. The figure appears in its interim results for the year to March 31. The merger was announced in January but fell apart in May.
Platinum Capital Management
JPMorgan Fleming has established the JPMF Europe dynamic (ex-UK) Fund, an Oeic that invests in a portfolio of 50-100 European stocks.
Younger employees are failing to save for their retirement, according to Aon Consulting.
It has been a while since there has been anythingapproaching excitement in the world of structured products and while the entry of German bank West LB (under the Structured Solutions Group brand) into an overcrowded market would not normally get the pulse racing, the nature of the first product launch has certainly caught my eye. […]
Graeme Robb, senior technical manager at Prudential, writes about the residence nil-rate band and the advice opportunities it presents for you when tax year-end planning with your clients. On our Planning Matters hub, we considered a widow, Margaret, and a married couple, John and Anne, for whom the residence nil-rate band (RNRB) is influencing planning […]
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Latest statistics show personal pensions, in particular, get a bad rap The recently published preliminary estimates from the Office for National Statistics’ Wealth and Assets Survey make for interesting reading with regards to how people view pension savings and how safe they are. The next round of this survey will be even more interesting in light […]
Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]
Significant gilt weightings continue to be recommended, despite concerning signals on their risk Government bonds play a pivotal role in a balanced portfolio; there are very few assets that provide the diversification benefits gilts can bring. So often over the last 30 years, when equity markets have zigged, bond markets have zagged, thereby smoothing return […]