Financial Express has set up its own fund ratings service, Crown Ratings. It uses a blend of quantitative and qualitative analytical screens, including measuring a portfolios volatility, consistency and returns against its benchmark.
Last year saw tremendous change in the FS market, with depolarisation leading to significant growth in the HNW/wealth sector and increasing penetration into the market of some of the wrap providers. IFAs have been looking very closely at their range of services and how they interact with their clients, often having to re-invent themselves, not […]
Istarted my career at General Accident in York in 1968 in the annuities department before moving into what became more familiar sales roles and progressing to more senior management roles around the UK. Between 1990 and 1997, I held the position of assistant general manager of GA, creating the first true multi-channel sales and marketing […]
With a firm understanding of clients’ needs and expectations, more advisers are looking to offer the perfect financial plan to cater for their circumstances, but where is the starting point for selection? A discretionary management service is one of the tools that advisers have at their disposal to craft the perfect plan for their client. […]
The Chartered Institute for Securities and Investment has appointed four new members to its financial planning forum committee. St James’s Place senior manager for partnership development James Mallinson will work with the CISI on organising its forum events and also more broadly on financial planning strategy. Mallinson says: “I am passionate about holistic financial planning and hope […]
M&G Investments will halt trading on 21 funds as it ploughs ahead with plans to shift £34bn of assets out of the UK amid Brexit concerns. The suspensions, which will begin midday Thursday and finish on Monday, are the first of four tranches of planned downtime by M&G so as not to suspend all of […]