View more on these topics

Britannic’s UK boutique goes live with opps fund

Britannic Asset Management has launched its UK Cartesian boutique run by former SVM managers David Stevenson and Andrew Kelly.

The first fund to be launched will be the Cartesian UK opportunities fund, investing in 30-60 high conviction stocks with a bias to mid and small cap companies. Stevenson and Kelly believe mid and small cap stocks are often overshadowed by their larger counterparts.

Britannic sales and marketing director Jonathan Polin says: “David and Andrew have a proven track record in excellent stock picking – their former fund, the SVM UK opportunities fund, returned 98.4 per cent over the period since launch in 2000 against a sector median return of -3.3 per cent.”

Recommended

Four in five investors cannot differentiate between passive and active

Over four in five investors do not know the difference between active and passive investments, according to Invesco Perpetual.The survey, conducted by Gfk NOP for Invesco Perpetual, reveals that 83 per cent of investors do not understand the differences between the two investment types. Of the respondents with no investments at all showed a figure […]

Stephenson takes on new role at Lloyds

Lloyds TSB has appointed Lisa Stephenson as network director for Scotland and the North of England.She joined the firm in 1987 and the new remit comes in addition to her role as customer, wealth management and marketing director of Lloyds TSB Scotland.Lloyds TSB private banking chief executive Mark Cheshire says: “We’ve taken the decision to […]

Neptune aims for 4% yield from global income fund

Neptune Investment Management is set to introduce a global income fund in the last week of the Isa season to capitalise on growing investor interest in overseas income funds. The fund will be run by managing director and chief investment officer Robin Geffen and his team and will be weighted equally between 50 stocks across […]

1

School fees planning

Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com