After the launch of the Argonaut boutique proved such a success for Britannic Asset Management last year, it has now started a second venture, Cartesian, and has plans for more boutiques in 2006. But its director of sales and marketing tells Matt Davies that he is anxious to re-energise in-house performance.
The FSA has identified four priority areas in a bid to improve the quality of equity release advice including more mystery shopping this spring.It has pledged to assist firms with meeting their regulatory responsibilities, and it plans another mystery shopping exercise and a review of lifetime mortgage advice and subsequent investment advice.It has hired a […]
Henderson Global Investors has appointed Mike Wilson as head of investment trust sales to discretionary investment managers.Wilson’s role is to increase the ownership of Henderson investment trusts amongst discretionary investment managers in the UK, Channel Islands and the Isle of Man. Wilson has been director of retail strategic alliances at Invesco Perpetual and more recently […]
Outsourcing giant Capita has announced the acquisition of adviser portal Webline for an undisclosed feeThe move, revealed by Money Marketing last month, continues Capitas drive into the IFA arena after it purchased software provider Quay in November.Capita recently signed a contract with Zurich to act as an outsourcing partner to deliver business processing activities, valued […]
What might Trump’s policy proposals mean for markets and key components of the US economy going forward? The questions outnumber the answers at present. Loomis Sayles Macro Strategies takes a look at the impacts of the US election. Click here
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 […]