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B&B acquire Aitchison & Colegrave

Bradford & Bingley has today announced the acquisition of Scottish IFA Aitchison &
Colegrave as part of its strategy to increase its mid to high net worth business.
The IFA is to be rebranded Charcol Aitchison & Colgrave and current management
will remain with the business. One of Scotland&#39s leading IFAs, Aitchison & Colegrave
has four offices across Scotland with 20 advisers. Its turnover to July 2002 was
£4.1m with £2.5m in net assets. The acquisition follows B&B&#39s earlier acaquisition of
Holden Meehan in June.


FSA will name and shame IFAs on capital adequacy

The FSA has issued a stark warning to the industry that it should be prepared for the regulator to name and shame IFA firms which fall foul of its capital adequacy rules.FSA director of investment firms David Kenmir said at Money Marketing Live in Manchester this week that the regulator does not feel that capital […]

FSA waters down trust proposals

The FSA has watered down its proposed rules for investment trusts after consulting with the industry. Subject to annual re-election, fund managers will be able to sit on trust boards, trusts will be able to invest in funds of funds in much the same way as before while proposed rules forcing trusts to disclose their […]

DWS Investments – Corporate Bond Fuud

Type: Oeic Aim: Income and growth by investing globally in investment grade corporate bonds Minimum investment: Lump sum £1,000, monthly £25 Investment split: US 50%, Europe 20%, Japan 10%, others 20% Isa link: Yes Pep transfers: Yes Charges: Initial 4%, annual 1%, Isa initial 3.25%, Pep transfers initial 3%Commission: Subject to negotiation Tel: 0800 917 […]


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