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Harwood swoops for Wellian Investment Solutions

Harwood Capital Management has bought discretionary fund manager Wellian Investment Solutions to bolster its multi-manager offering. Harwood says the Tunbridge Wells-based company, which has £185m in assets under management, will be an integral part of its multi-manager business. Wellian’s Alan Durrant and Richard Philbin will continue to be chief executive and chief investment officer at the firm respectively, […]

Ian McKenna: Treading the fine line between good and bad robo advice

At the beginning of the month, Nick and Martin Bamford caused amusement around the industry by announcing the launch of Informed Choice’s robo-adviser as an April Fools prank. What many in the industry might find scary, however, is that they are not too far away from the truth. The emergence of real robo-advisers is, in […]

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Election 2015: What are the key manifesto pledges affecting advisers?

With the general election now only weeks away, Money Marketing assesses the manifesto pledges affecting advisers and their clients. Tax While cracking down on tax evasion and aggressive avoidance has proved popular territory for all the major parties, several are also seeking to ameliorate the tax loads of voters. The Conservatives have promised to raise […]

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Adrian Walker: Pension tax relief in the crosshairs

Pension tax relief has come under fire this month as the three main political parties unveiled their election manifestos. First to be revealed was the Labour plan to restrict tax relief for top-rate taxpayers (around 300,000 people) to the same level as basic-rate payers: i.e. 20 per cent. The cut would begin at £150,000, tapering […]

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