Yong-Moon Kim has joined Credit Suisse Asset Management as managing director and head of global equities for asset management. Yong-Moon arrives from Mirae and will report to head of equities for asset management Kim Goodwin.
The RDR document has been described as revolutionary. That it certainly is, but it is also deeply divisive. It is a product of flawed thinking, in fact a madcap scheme, a confused drawing, where few of the dots are joined up.
Neil Woodford’s Invesco Perpetual high-income fund tops Principal’s latest equity income fund manager survey.The fund heads Principal’s white list followed by Artemis income and F&C stewardship income. Woodford’s equity income fund came fourth and Principal praises the man-ager’s “stunning track record”.The report notes that both Woodford and Artemis income manager Adrian Frost have benefited from […]
Steve Webb’s latest policy paper British savers risk being left in the ‘slow lane’ unless the UK Government takes a more active role in ensuring the successful delivery of a Pensions Dashboard. The report, ‘Pensions Dashboards around the World’, coincided with a major conference that was held on Monday 16 May and brought together experts […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]
Pension savers in ill-health are at a greater risk of being hit with a 40 per cent inheritance tax bill after a Court of Appeal ruling in favour of HM Revenue & Customs, experts have argued. Currently anyone who is in ill-health, transfers their pension and then subsequently dies within two years could see their […]