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Cavendish Young links with law firm

IFA Cavendish Young has teamed up with Essex law firm Sanders & Co to advise on investment, financial and mortgage broking services to its clients.

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Credit Agricole Asset Management – CA-Funds Global New Leaders

Type: Sicav Aim: Growth by investing globally in equities Minimum investment: £0.01 Investment split: 33.76% information technology, 18.16% consumer discretionary, 13.27 healthcare, 8.65% industrials, 7.35% energy, 6.99% telecom services, 2.51% financials, 1.5% utilities, 1.17% consumer staples, others & cash 6.43% Place of registration: Luxemburg Charges: Initial up to 4.5%, annual 1.6% Commission: Initial up to […]

iimia and Exeter to merge

Investment services groups Exeter and iimia and are merging in a deal which will create a business with £500m in funds under management.The new firm &#45 called iimia Investment Group – will have four divisions &#45 third party administration, fund management, financial planning and private client investment management. It will list on AIM on August […]

Double talk

John Pardoe makes an impassioned call for advisers to accept that remuneration levels are more than adequate for the time expended, particularly under the new “simplified” sales process – £840 for 36 minutes&#39 work appears excessive but let&#39s look at his double-glazing manager&#39s position again. Based on John&#39s (atypical) £200 a month, the over-generous life […]

Assureweb offers free training

Assureweb is offering free technology training to intermediaries and support staff to demonstrate the benefits of placing new business online and showing the advantages to their business available to them through technology. The service is open to all firms, no matter the size and can train a customer&#39s management team, advisers and administration staff. The […]

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