View more on these topics

Hearthstone Investments hires ex-Omam distribution head

Hearthstone Investments has appointed ex-Old Mutual Asset Managers distribution head Kevin Bull as a key account manager.

Money Marketing revealed in January that Bull left Old Mutual Asset Managers after spending five years at the firm.

Bull was previously head of third party distribution at Britannic Asset Management from June 2004 before becoming head of strategic alliances at Omam in June 2006.

Working alongside distribution director Mark Forman, Bull will be responsible for commercial negotiations with platforms to aid the forthcoming launch of Hearthstone’s property authorised investment fund.

The fund will launch in the second quarter of this year and will open up residential property to investors via Isas and Sipps with a minimum investment of £1,000.

Hearthstone chief executive and founder Christopher Down says: “As we approach the launch of our flagship fund, we are looking to reach as wide a range of investors as possible. Bull’s extensive knowledge of the distribution space and experience working with big-name platform players will be a key part of this.”

Bull says: “Speaking to advisers and distributors and looking at the products currently available, there is a clear gap in the market for a fund that is truly open-ended and taps into the opportunities to be had from the £4trn residential property asset class. I’m genuinely excited to be joining Hearthstone at this stage in the company’s development, and the timing could not be better.”



Sesame integrates Avelo and Iress technology systems

Sesame Bankhall has integrated its portal of choice, Avelo, with its new Iress-powered practice management system. Australian technology provider Iress’ software programme, Xplan, provides front, back and middle office support to Sesame. The adviser network announced the agreement in November last year. Sesame says the integration of Xplan with the Avelo Exchange Portal will help […]

Two-way street

Zurich’s platform is a late arrival but Mark Peters says listening to advisers before launching gives it a competitive advantage, reports Rachael Adams

AWD opts for Cofunds

National IFA AWD Chase de Vere has appointed Cofunds as its main platform provider for mass-affluent clients. The firm says the move comes after nine months of due diligence and will see the firm’s “enhanced segment” of clients with investable assets of between £50,000 and £375,000 supported by Cofunds. AWD already has over £1bn in […]


IMA: Isa sales fall by almost £2bn for 2011-12

The Investment Management Association has revealed net sales of Isas dropped by almost £2bn for the 2011-12 tax year. Net sales for the full tax year of approximately £2.1bn were reported, compared with net sales of more than £4bn for the previous two tax years. Net retails sales of just £6m were reported during the […]


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