Cavendish Asset Management
North American Fund
Type: Oeic
Aim: Growth by investing in US equities, with a bias towards medium and big companies
Minimum investment: Lump sum £2,500
Investment split: 100% in US equities and other assets
Isa link: Yes
Charges: Initial 5%, annual 1.5%
Commission: Initial 3%, renewal 0.5%
Tel: 020 8810 8041
An adviser fighting for compensation for Barclays clients who lost money in the Aviva global balanced income fund has written to the FSA urging it to review the issue under its wider implications regime.
When Home of Choice chief executive officer Gerry O’Brien invited me to become a non-executive director last year, I not only needed to do due diligence but also to under-stand the issues they faced and be satisfied that my executive experience (with Thinc, Bradford & Bingley and Merrill Lynch) would be of value to HoC.
Group Sipps may have lost their sheen to companies’ top earners since the Budget, but that is not enough to stop their continued growth. In an era when boardroom pay is under scrutiny like never before, it must surely be harder for decision-makers to let their own vested interests override those of the company they run.
Rockingham Retirement is set to launch a whole of market annuity service in a bid to help people with small pension pots get a better deal.
It has taken a little longer than expected, but finally the jaws of regulation are closing on those employers who have failed to meet their auto-enrolment (AE) legal duties.
News and expert analysis straight to your inbox
Sign up
Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]