In last week’s Profile, we said Aegon Asset Management’s Andrew Fleming was previously global CEO at ABN Amro Asset Management and deputy CEO at Gartmore when he was CIO and deputy CIO respectively. We apologise for any confusion.
Panellists continued to concentrate their Aggressive Adviser Fund Index portfolios during the May rebalancing. The number of funds in the index fell by 11 to 103 and followed a similar reduction last November.
Shareholders and former Kilminster advisers are investigating taking legal action against Malcolm Kilminster over the recent deal between Kilminster Financial Management and Alpha 2 Omega after it emerged that KFM looks set for liquidation.
FSA director of enforcement Margaret Cole told delegates at the FSA Financial Enforcement Conference in London today that enforcement activity is at the forefront of its drive to achieve credible deterrence.
President-elect Trump has suggested withdrawing from the North American Free Trade Agreement (NAFTA) and ending negotiations over the Trans-Pacific Partnership (TPP), albeit there is considerable uncertainty over what he will, or even can, do. If one of the main consequences of the election of Donald Trump is US protectionism, it’s worth considering who stands to […]
Pension provider Embark Group has bought Liberty Sipp’s client book for an undisclosed sum. Embark has not acquired the actual Liberty Sipp company, which is set to be wound up as part of the deal. Embark says it will help the orderly wind-up of the business once the acquisition is completed. The transferring Liberty Sipp […]
Equilibrium Asset Management partner and investment manager Mike Deverell explains why the company’s in-house approach to investing compares favourably against the use of DFMs What does your investment management approach look like? We run our investment management in-house. We focus on asset allocation and buy collective investments including open-ended investment companies, unit trusts, some exchange-traded […]
Your website is your shop window and needs to support your marketing strategy An effective website should support every element of an adviser’s marketing strategy. From helping referrals understand more about your business, to being found on Google by people looking for an adviser, your website is your shop window. Essentially it has three jobs: To […]