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AMEX signs up new fund provider

American Express Financial Services Europe has signed up US fund group Dimensional Fund Advisors as a provider to its wrap platform.
Dimensional, whose current UK fund range focuses on the small cap and value market, applies academic research to the practical world of investing.
It works with fee based financial advisers to help them structure globally diversified portfolios. The firm does not pay upfront commission or trail fees.


Riding the waves

In this and my next two art-icles, I will identify and discuss certain aspects of the risks associated with pension drawdown contracts. In particular, I will concentrate on the level to which those risks can be tolerated without the client being financially worse off than if he or she had elected to take a conventional […]

Scottish Widows Bank reduces home equity loan interest rates

Scottish Widows Bank, the telephone based mortgage and deposits bank has reduced the interest rate on its Home Equity Loan from 7.29 per cent to 6.89 per cent from October 1. The home equity loan allows home owners over 60 to release capital tied up in their home. This is a fixed rate for the […]

Mary Francis

It is somewhat surprising to think that Mary Francis has only been director general of the Association of British Insurers since 1999. She has presided over a time of great change and left her mark not only on the financial services industry, but also on the landscape of how consumers buy and are affected by […]

Shepherds Investment – Shepherds Select High Security Fund

Type: Oeic Aim: Income and growth by investing in traded life policies and traded endowment policies in the US Minimum investment: $50,000 Investment split: 100% in US traded life policies and traded endowment policies Place of registration: Cayman Islands Charges: Annual 1% Commission: Subject to negotiation Tel: 020 7398 4550


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