The group plans a summer launch for the European Special Situations fund, which will be managed by Richard Pease. The fund will be a smaller and more nimble version of Pease’s existing £476.5m New Star European Growth fund.
Working as an adviser today can sometimes feel a bit like being a mildly eccentric single woman living sometime in the 17th Century. By this I mean that there is a significant chance you’ll be unfairly accused, tried and punished for practices that very rarely go on. The only saving grace today is that when found innocent nowadays it’s only the industry’s reputation that’s ‘burned at the stake’.
Discretionary fund manager Beaufort Investment has promoted internally to fill the position of chief investment officer and has also appointed a new funds research executive. Beaufort Investment is part of the vertically integrated Beaufort Financial group. Head of portfolio construction Shane Balkham has been appointed as CIO and investment analyst Emma Clarke has been named […]
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]