View more on these topics

Evercore Pan Asset – PanDynamic Cautious Growth

Evercore Pan Asset – PanDynamic Cautious Growth Model Portfolio

Type: Managed portfolio available through the Ascentric platform

Aim: Growth by investing in a portfolio of ETFs managed to a cautious growth risk profile

Minimum investment: Lump sum £1,000

Investment split: 60% in defensive fixed income assets and 40% in risk assets including equities and property

Charges: Annual 0.25%, plus annual 0.25% platform charge and additional annual charges for product wrappers, dealing charge of £1 for each transaction are available for an annual fee of £60

Commission: Agreed between adviser and client




FSA proposes rule extension to include GPPs

The FSA is proposing an extension to the scope of its rules to incorporate group personal pensions. The announcement, published in a consultation paper regarding the Government’s workplace pension reforms, is designed to mitigate the risk of poor advice being given in relation to occupational pension opt-outs. FSA director of conduct policy Sheila Nichol says: […]


Oakley Capital acquires BDO Investment Management

Oakley Capital Private Equity has acquired a majority stake in BDO Investment Management. Oakley has acquired an 84.4 per cent stake in BDO, which provides wealth management and corporate benefit services to private individuals and corporates. BDO LLP, the UK member firm of the BDO international network, is to retain a 15.6 per cent stake […]

Supply lines

The appetite for commodities in emerging markets is supporting prices, says Philip Poole, global head of macro & investment strategy at HSBC Global Asset Management, despite fears of further economic problems in the West

Fair comparison

Most life offices have been making considerable efforts throughout 2010 to implement the FSA requirement that providers use different, essentially reduced, growth rates for certain asset classes, for example, property and cash. This follows the “Dear CEO” letter issued by the regulator on June 23, 2003. To be fair, a small number of companies such […]


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