Bupa Individual Protection is looking at a December launch of its online protection proposition to 26 intermediaries.
There have been a number of new property fund launches announced over the summer and two big names entering the arena are Skandia and Standard Life. I particularly like the look of the Standard Life Investments’ product. Standard Life manages over 10bn in institutional property mandates and this is its first foray into mainstream retail […]
Protection was essential at Goodwood last week as Direct Life & Pensions top brass took a team of journalists to fly helicopters, planes and fast cars. A charity race day in support of Flying Scholarships for the Disabled saw a reporter from a downmarket rival scoring full marks in the helicopter flying section, showing an […]
Bristol & West has established the income and growth guaranteed equity bond which combines a guaranteed equity bond with a savings account.
HBoS Financial Services has appointed Paul McNamara as marketing and distribution director.He will be reporting to managing director John Spellman.McNamara has over 20 years experience in financial services. He joins HBoS from Axa UK where he was group strategy director and he previously held senior roles with McKinsey & Company and the Bank of Ireland […]
What does a well-diversifed portfolio look like? What were the quarterly trends in model portfolios in Q4 2015? The Portfolio Barometer highlights trends uncovered by analysis of 210 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months from October to December 2015. The model portfolios under review were […]
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I have noticed a new trend among advisers at conferences lately. Instead of boasting about the number of clients they have or the size of their cases, all the talk now is about how little they are working. This struck me the most when I was listening to someone extolling his recent yachting trip. The […]
Rathbones has posted an 18 per cent increase in profits, helped by strong markets and net inflows of new client money pushing total assets closer to its target of £40bn. In its results published today, the wealth manager says assets under management during the period were £39.1bn, an increase of 14 percent from the previous year, […]
Axa Investment Managers has reported nearly €50bn (£44bn) in outflows from its joint venture businesses, but has bucked the withdrawals with strong performance in its specialist products. In a note, the asset manager, part of the French Axa Group, says the decline in inflows was to be partly driven by a number of products reaching […]