View more on these topics

Credit Suisse gets adventurous

Crowe says: "Credit Suisse has an excellent reputation and is well-respected within the industry." Cowell adds: "Credit Suisse has steadily increased its standing in the investment community."

Moving on to the product literature, Gilbey says: "The literature is attractive to the eye with well-balanced charts and tables. The copy is typically marketing hype targeted at off the page sales. The typeface is very small (especially the key features) or it may be that I am showing my age. It would be nice and refreshing to see more explanation and positioning of the funds in the context of a portfolio. It shouldn’t be too difficult to devise charts and diagrams to explain the level of risk and the relative sector positioning of the funds to explain how and why the funds should fit and perform within a portfolio."

Cowell says: "Credit Suisse always produces attractive literature." Chapman feels that it is informative.


Axa Sun Life boosts drawdown options with addition of Sipp

Axa Sun Life is adding a self-invested personal pension option to its Retirement Solutions range of income drawdown and transfer plans.The new product will be aimed predominantly at the income drawdown and transfer market but can also accept single-contribution business.Axa says although it has previously offered external fund links within Retirement Solutions, its new Sipp […]

Credit Suisse gets adventurous

CREDIT SUISSETrans-Adventure IsaType: Oeic maxi Isa.Aim: Growth by investing in global post venture capital fund and transatlantic fund.Minimum investment: Lump sum £3,000.Maximum investment: £7,000.Catmarked: No.Investment choice: Global post venture capital fund 50 per cent, transatlantic fund 50 per cent.Charges: Initial 5.25 per cent, annual 1.5 per cent.Special offer: Initial charge reduced to 3.25 per cent […]

What price quality?

Regulators and, in particular, politicians dabbling in pensions hold short-term positions but exercise enormous power over pensions and investments which will not mature until long past their sell-by dateAttempts to reduce pension costs below a reasonable level to enable a proper marketing fee (commission) to be paid or to remunerate decent fund managers could well […]

Has the big gun shot itself in the foot?

The big high-street lenders will be watching Nationwide Building Society&#39s sales figures over the coming months to see if its flat-rate approach is winning and keeping business. But some commentators are predicting Nationwide will have to make an embarrassing U-turn and start offering front-end discounts to new borrowers, possibly before the end of the year.Nationwide […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm