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Gerrard in board shake-up after merger

Gerrard Investment Funds is restructuring its board after merging with Capel Cure Sharp in February.

Existing director Kenneth Levy will become chief executive. Operations manager Stephen Haines is being promoted to operations director. Finance director Ian Ferguson is retiring to make way for Peter Meyer, who is joining the company from Schroders.

Gerrard was previously Greig Middleton and is a subsidiary of Old Mutual. The appointments are subject to regulatory approval.


SLFoC appoints Hanby as managing director of UK insurance operations

Sun Life Financial of Canada is appointing Peter Hanby as managing director of its UK insurance operation. Steve Melcher, the previous managing director, will become non-executive chairman. Hanby, was formerly finance director. He qualified as an accountant in 1973 and held positions with Unigate, Granada and the Prudential.

Isa sales fall and IFAs lose ground to direct rivals

The 2000/01 Isa season ended disappointingly, with sales in March falling to £1.3bn from £2.3bn in the same month last year, according to Autif figures.Investors&#39 traditional end-of-year rush was muted, with total net sales for the year to April 2001 down by 13 per cent at £9bn from £10.4bn for the previous tax year as […]

5.69 per cent fixed loan deal among C&G offers

Cheltenham & Gloucester, the UK&#39s third-biggest lender, is setting up a new range of fixed-rate mortgages.The loans offer rates of between 5.39 per cent and 6.09 per cent, depending on the size of the loan and the duration of fixed-rate period which are from two to five years. Early repayment charges will be restricted to […]

SocGen arm setting up income fund

Dublin based Societe Generale subsidiary Inora Life is launching a new dynamic income fund in its Offshore Generation Bond series. The fund with a minimum investment of £6,000 launches on June 11 and closes on July 20 will be distributed solely by IFAs. Inora Life says the fund is linked to stocks carefully selected to […]


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