Cazenove Capital Management is marking its fifth anniversary by making the full initial charge for its multi-manager funds available as initial commission. This offer will run until October 31, 2007.
Bramdean Asset Management chief executive Nicola Horlick is thought to be launching a fund of alternative investment funds in June.Sources say the fund, which is subject to regulatory approval, will invest across asset classes including private equity, hedge funds and specialist offerings such as infrastructure.It is thought the Bramdean alternatives limited fund will list on […]
IFAs have expressed initial relief at the FSA’s decision to get rid of the menu but they are very worried about what may replace it.
SSAS provider Rowanmoor will retain in-specie contributions for its SSAS and family pension trust for property where a recent independent valuation has been obtained.
The ABI’s latest new business figures show a marked year on year growth in life and pension sales for the first quarter of 2007.Total annual premium equivalent new business was £4,115bn, an increase of 21.9 per cent from £3,377bn in the first quarter of 2006.Individual pensions business showed a 35.8 per cent increase from £994m […]
Ali Unwin, CTO & Fund Manager, Neptune 2016 was a weak year for technology IPOs – only 13 US venture-backed tech IPOs hit the market, in spite of fairly high public market valuations and investor appetite. Will 2017 be different, asks Neptune CTO & Fund manager Ali Unwin. Click here for article Important Information Investment risks Neptune […]
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Robo firms’ shortcomings around suitability, fee disclosure and identifying vulnerable clients have been highlighted in findings from an FCA review today. The regulator reviewed seven firms offering online discretionary investment management services and three firms giving automated advice. The FCA says service and fee-related disclosures at most online discretionary investment management firms in its sample […]
Wealth manager Brewin Dolphin has acquired the financial planning and investment assets of Dundee firm Clark Thomson Mortgage Finders. Brewin Dolphin gets 150 clients through the deal. David Hogg, one of the directors of Clark Thomson is set to retire after 35 years in the industry. No staff will move to Brewin Dolphin as part […]
Sesame must compensate a client who complained she was missold a personal pension by one of the network’s former appointed representatives. According to a Financial Ombudsman Service decision, in 2002, Mrs P met with an adviser of a business that was at the time an appointed representative of Sesame. Following this meeting Mrs P agreed […]