Royal London has appointed Bright Grey distribution director Andy Peters as its new national partnerships director for its intermediary division.
The Miton approach that generated positive returns in our balanced managed funds in 2008 is the unconstrained management of asset allocation. We believe fervently it is where one invests, rather than what one buys that determines the absolute return of a fund.
Investors in the underperforming New Star Higher Income and Sterling Bond funds can expect changes to the portfolios, after manager changes last week.Following the completion of the merger of Henderson and New Star, Toby Thompson manager of Higher Income and Phil Roantree, manager of Sterling Bond, will not move to Henderson. In Thompson’s place steps […]
The ifs School of Finance says Ofqual has formally approved amendments to its level four diploma for financial advisers, designed in response to the FSA’s retail distribution review.
With Germany’s strong economic growth leading the eurozone’s recovery, many UK businesses are keen to be part of the success story: recent data shows that there are currently more than 280,000* employees working for a UK-controlled company in the country.
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Sanlam has acquired advice firm Grennan Advisers, which has £60m in assets under management. East Yorkshire-based Grennan was launched five years ago by Stuart Grennan and Helen Chapman and specialises in providing financial advice services to high net worth clients and business executives. Sanlam chief executive John White says: “Grennan Advisers is a high-quality business […]
The market for wealth manager and discretionary fund manager segregated mandates is predicted to more than double to £180bn in the next two years, which will further force transparency on investment fees, according to research from consultancy NextWealth. Currently, wealth manager segregated mandates account for around £86bn in assets, which NextWealth says represents approximately 12 […]
The new regulation requires a culture change in terms of how personal data is perceived and treated. With less than four months to go until the implementation of the General Data Protection Regulation, strategies to comply should be nearing completion. There are differences of opinion on some aspects and, as with all pieces of major […]