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Fidelity hires Dalton Strategic Partnerships’ Peter Kaye

Fidelity has appointed Dalton Strategic Partnership fund manager Peter Kaye as US equity portfolio manager.

Kaye will run the £1bn Fidelity American fund replacing Aris Vatis, who has resigned and will leave the company 21 December. Adrian Bass will manage the fund until Kaye joins the firm in the first half on 2013.

Fidelity Worldwide Investment Global CIO for Equities Dominic Rossi says: “These appointments, combined with the significant concurrent expansion of our in-house research capabilities, create one of the strongest and best-resourced US equity teams outside North America.”



Advisers say Arch cru redress scheme ignores PII and liability issues

Advisers say the FSA’s amended Arch cru consumer redress scheme does not address fundamental issues such as third party liability over the funds’ collapse and the limited professional indemnity insurance available to cover claims. The FSA published a policy statement on providing a redress scheme to Arch cru investors today, following its consultation in April. […]

Rob Reid’s Syndaxi and Caroline Banks launch ‘Particular’

Syndaxi Chartered Financial Planners and Caroline Banks & Associates have launched an overarching brand which will combine the services of their advice businesses. Syndaxi managing director Robert Reid says the new brand, Particular, will pool the technical resources of his firm with the marketing expertise of CB&A. The two companies have a total of 12 […]

Mark Preston MM blog

Mark Preston: G-Day effect will be offset by long-term trends

Could anyone not know by now that after G-Day, 20 December, insurance will be on gender neutral rates and that after the New Year a change in life office taxation increases life and critical illness rates? Aegon will stop issuing gender-specific quotes on 15 December and complete our last cases on this basis on the […]

David Shelton: Picking the perfect price point

Adviser charging is already generating competitive pressure ahead of its official start. In the past few weeks firms have announced execution only services and other “non-advised” propositions which tend to be priced below the full advised model. In addition, increasing numbers of IFAs are setting their initial charges on a tiered basis using percentages of […]

Converting pension savings to a retirement income…

Since last year’s reforms to pension legislation, a significant number of retirees have chosen income drawdown over purchasing an annuity. Income drawdown is more flexible than an annuity. However, it also increases the likelihood that individuals won’t be able to maintain their income throughout their lifetime. In this short video, we explain the risks that […]


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