Resolution chief executive Gavin Stewart piped in the haggis at the firm’s massive Burns Night bash. The haggis was not to everyone’s taste. Thankfully, Resolution kindly supplied ample whiskey to take the taste away.
Money Partners has enhanced and relaunched its public-facing websites.The redesign includes a newly formatted media centre and separate sites for customers and prospective employees. Intermediaries have their own site linking to Money Partners’ broker extranet, MoneyPort.IT director Richard Davis says: “Having significantly upgraded MoneyPort in 2006, and following very positive feedback from our broker-user surveys, […]
SPECIAL REPORT: VCTs. Clare Bettelley considers the options on investing in specialist or generalist venture capital trusts.
Venture capital specialist Triple Point Investment Management has put together an unusual venture capital trust providing exposure to unquoted companies and hedge funds within a single investment.
The Money Portal is setting up a practice buyout scheme for its retiring advisers next month.Advisers’ practices will be valued using a formula based on annual income levels, the source of the income, risk rating and a multiplier which will be based on whether the adviser takes a lump sum or annual payment.The practice buyout […]
Jacob de Tusch-Lec, manager of the Global Income Fund, analyses a sell-off so “vicious” that the ‘hot’ stocks are underperforming emerging markets. What does it mean for the portfolio – now and in the months to come?
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Tenet is looking to attract advisers from providers and banks with a new ‘business in a box’ solution. The network is vying for business from advisers who want to pursue the self-employed route in the simplest fashion. For example, the network will help the adviser set up their own limited company and provide loans for […]
The Financial Ombudsman Service has told Kingswood Financial Advisors to compensate a client over a Sipp investment in an unregulated Harlequin property fund. The case concerns Mr B’s complaints about the advice he received regarding two unregulated investments: one into a Harlequin property fund and the other into Green Oil. The ombudsman’s ruling relates to […]
A former Fidelity International female employee is claiming compensation against the asset manager following an alleged case of harassment from senior management, Money Marketing can reveal. The employee, who we will name Mrs A, and who used to be based at one of Fidelity’s offices in India, was sent an employment termination letter on 14 March […]