Jonathan White has been appointed strategic relationship manager at The Exchange. He joins from Bankhall where he was director of provider management. He worked for Misys for 10 years in a number of senior roles, including head of strategic partnerships.
Foreign & Colonial investment trust has outsourced management of its American and Japanese assets and introduced an overall performance fee. The 450m US large-cap portfolio will be split between four managers while its 120m Japanese portfolio will be run by Goldman Sachs. Management of the US small-cap business will stay with F&C. F&C says it […]
The ABI is starting an expert working group on HIV to inform the insurance industry on best practices and policy in dealing with HIV issues. It will be chaired by Professor Donald Jeffries and includes underwriters from leading reinsurers, medical consultants and pinkfinance.com editor and IFA Chris Morgan.
I was not surprised to read of Messrs Lawson and Ritchie’s handbags at 50 paces, with the ever conciliatory Iain Naismith as referee.
The Nottingham Friendly Society says parents of older children have been spurred into saving by the Governments publicity surrounding CTFs.Sales of the building societys second step tax exempts savings plan (TESP) doubled in the wake of government advertising for CTFs. Nottingam Friendly says parents of children too old to invest in CTFs are more likely […]
As more and more providers start to reveal their stance on the charge cap and removal of commission and active member discount pricing, we thought it would be worthwhile to look at what these are, and the steps businesses should be taking to prepare for this.
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Phoenix is set to shed roles in a redundancy round following its decision to buy parts of Axa’s business last year. The closed-book provider snapped up Axa Wealth businesses Embassy, its off-platform investment and pension division and Sun Life, its direct protection business, in a deal signed last May, before also buying rival closed-book operation […]
Hargreaves Lansdown has removed Paul Chesson’s Invesco Perpetual Japan fund from the Wealth 150 list of recommended funds due to its volatile performance. Chesson, head of Japanese equities, has run the £318m fund since 2000 and takes a high conviction, contrarian approach to investing. Investment analyst Dominic Rowles says that while this has led to […]
Firms will not necessarily have to advise on every relevant investment product but it will be difficult to discount structured deposits