View more on these topics

Dan Roberts quits Eden Financial for Fidelity

Dan Roberts has quit Eden Financial after two months to join Fidelity.

Roberts joined Eden from Gartmore in July 2011 alongside Leigh Himsworth. Eden was due to launch a global equity income product for Roberts later this year.

Eden Financial head of asset management Ed Rosengarten says: “Dan’s sudden change of heart is a big surprise and a disappointment, however there is no impact on our clients or investors as his departure occurs before the start date of the planned global equity income fund. The team has been working hard on preparing the fund for the market, but Eden will now bring forward its other product launches.”

”Eden is a team effort and whilst Dan is no longer part of that, we wish him well wherever his career may take him.”

A spokesperson for Eden says the firm plans to delay the launch of the global equity income fund following the news. The fund was set to launch in November and was a plain vanilla offering that targeted an annual yield of 4-5 per cent.

Eden Financial recently appointed former Henderson head of multi-manager Mark Harris as joint manager of the £66.6m CF Eden global multi-strategy fund.


LV= links with Cofunds on Sipp investments

LV= has linked with Cofunds to allow investors in its Sipp to access investments through the platform. Advisers with clients in the provider’s Flexible Transitions Account Sipp will be able to manage their assets online using the platform. The link-up will allow investors to access around 1,500 funds from over 90 fund groups through Cofunds.

Twisting time

As politicians all over the world wonder how they are going to get out of the mire, we are beginning to see options taken that are provoking a great deal of debate. The latest is the US’s Operation Twist. First tried in 1961 as an “experiment”, this involves the Fed selling short-term bonds and, here […]

Schroders appoints Hall as head of multi-manager

Rob Hall has been appointed as the new head of multi-manager at Schroders after joining the asset manager in March this year. In his new role, Hall (pictured) will retain his position as head of manager selection while taking on new portfolio management and client service responsibilities. He will report to Johanna Kyrklund, the head […]

FSCS urged to follow suit as PPF cuts levy to £550m

The Pension Protection Fund has cut the levy it charges to insure UK defined-benefit schemes from £600m this year to £550m next year. The decision was announced last week alongside a consultation that set out a series of changes to the way the levy is calculated. The proposed changes include reflecting the investment risks taken […]

Trusts: Easier than you think?

Protection providers often extol the benefits of placing plans in trust. The advantages for clients are widely recognised and numerous – inheritance tax mitigation, avoiding probate delay, controlling claim proceeds, and so the long, familiar list continues. Yet, dismissed as unnecessary form-filling, or simply viewed as irrelevant in the context of a mortgage sale, less […]


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