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EFM acquires Portfolio

Edinburgh Fund Managers is to buy Portfolio Fund Management for £12m, plus up to a further £8m calculated in reference to Portfolio’s future net sales.

Portfolio’s £430m of assets take EFM’s funds under management to £8.3bn.

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Three firms suspended over PI cover

The PIA has suspended three IFA firms for failing to renew their PI insurance cover. Blenheim Financial Services of Church Farm, Coates, Cirencester, Gloucestershire; Fernside Financial Services of Feltham Road, Ashford, Middlesex and R&W Financial Services of Main Street, Shildon, County Durham have had investment business suspended pending their renewal of PI cover.

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This is the time of year when the high-street banks start releasing details of their student accounts in a bid to attract what are seen as potentially desirable customers.The latest offering from Royal Bank of Scotland is one of the most competitive. There is an interest-free overdraft of up to£2,000 for 12 months and no […]

Forsyth Partners launches new Dublin based funds

Research and investment management company Forsyth Partners is launching two new funds in its Dublin based fund of funds Sicav, Forsyth plc.The new funds are specifically designed for sterling based investors and are denominated in sterling.The Forsyth Sterling Global Balanced Fund aims to achieve long-term capital growth and has the FTSE Private Investor Balanced Portfolio […]

Inter-Alliance teams up with moneynet

National IFA Inter-Alliance is teaming up with online personal finance service moneynet to allow investors to compare and in some cases purchase from thousands of credit cards, personal loans and PMI products. Inter-Alliance customers will have access to a “best buys” service detailing the best finance products currently available in these sectors.

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