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Barclays Wealth portfolios offer advisers outsource deal

Barclays Wealth has set up five risk-rated model portfolios for advisers looking to outsource investment management.

The portfolios invest in a combination of active and passive funds across the nine asset classes and are available exclusively on the Ascentric platform.

They will invest across cash and short-dated maturity bonds, developed market government bonds, investment-grade bonds, high-yield and emerging market debt bonds, developed market equities, emerging market equities, commodities, real estate and alternative trading strategies. Minimum investment is £25,000. Annual management charge is 0.4 per cent plus VAT, which excludes dealing costs, plus a platform charge of 0.25 per cent.

Director of UK IFA distribution Bryan Parkinson says: “The notion that portfolios are constructed to meet a range of risk appetites is a compelling story.”


Budget 12: Government seeks to make Isa market more transparent

The UK Government has pledged to improve transparency and competitiveness in the Isa market. The Government will work alongside the industry in targeting improvements to transfer periods and information exchange. “The government encourages industry to reduce transfer periods as far as possible, making use of technological advances in how funds are transferred and how information […]


FSA didn’t consult on fine let-off

The FSA did not consult the Government or HM Revenue & Customs before deciding not to fine HBOS following “very serious misconduct” at subsidiary Bank of Scotland. This month, the FSA publicly censured Bank of Scotland for the misconduct, which it says contributed to the Government having to bail out HBOS. Turner said the regulator […]


New Qrops rules open all schemes to HMRC scrutiny

New Qrops rules have confirmed schemes must provide the same tax benefits to residents as non-residents and that all Qrops will be opened up to scrutiny by HMRC. Final rules published by HMRC today include requirements for Qrops providersto treat non-residents and residents of a jurisdiction in the same way for tax purposes. The rules, […]

Predictions of further sharp falls ahead for inflation

Capital Economics predicts inflation will fall below the Bank of England’s target of 2 per cent this year after the consumer price index fell in February. This week, the Office for National Statistics said inflation fell from 3.6 per cent in January to 3.4 per cent last month following downward pressure from domestic energy, recreation […]


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