To say that Jeremy Nunn and Tom McGrath are excited by their new partnership at investment boutique 8AM Global is an understatement. They seem to be falling back in love with the asset management industry, which has not always been good to them. Along with fellow 8AM Global partner Clive Moore, co-founder of investment distribution […]
With stock markets reaching new highs, many financial commentators share a common belief – global economies are on the road to recovery. Newton’s view of the world, however, is very different. For them, the upturn has been driven by government and central bank policy across the globe, rather than from any real economic recovery. They […]
Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]
Advisers must explain how ‘mortality drag’ means funds in drawdown must produce increasingly higher returns to match an annuity, a report claims. The paper, written by Retirement Intelligence director Billy Burrows for Partnership, warns that the “invisible force” of mortality drag means drawdown becomes less attractive relative to an annuity as a customer ages. Mortality […]
John Hailer, CEO of Natixis Global Asset Management, says the company is focused on the UK, which it sees as being one of the world’s largest wealth markets with an unrivalled understanding of investments and funds.
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