Britannic Asset Management has set up the Cartesian boutique run by the former SVM managers David Stevenson and Andrew Kelly. Its UK opportunities fund will hold 30 to 60 high-conviction stocks with a bias to mid-and small caps.
Skandia Investment Management is launching an Isable property vehicle to be run by ING Real Estate. The Skandia Property Fund, to be run by ING’s Nigel Pickup, will invest in a total of 25 holdings with the 10 largest positions accounting for 70 per cent of the portfolio. The 260m fund was orignially run as […]
The IFA Defence Union is looking to shed its militant tag with a rebrand and increased focus on training. Evan Owen plans to change the name to the IFA Defence and Development Union. Owen, who has consistently argued that the financial services regulatory regime violates EU human rights law, says he is looking to quash […]
Insurers overall performance has improved but there are still issues to be addressed with flexibility and underwriting according to the British Insurance Brokers Association.Speed of issue of policy documents and accuracy of paperwork were some of the issues highlighted in Bibas tenth annual survey among 440 personal and 582 commercial brokers.When policies are inaccurate brokers […]
By Joshua Ausden, Head of Client Investment Strategy at Neptune FE Alpha Manager Mark Martin and Assistant Manager Holly Cassell explain how they have delivered sector-topping returns with a low level of volatility in the UK Mid Cap Fund. Since inception in December 2008, the £616m fund has returned 299%, outperforming the FTSE 250 Index […]
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]