Leeds-based wealth manager The Private Office has acquired London-based IFA firm PQR Financial Planning in a combined cash and equity deal. The deal, which marks the first acquisition by Leeds-based TPO, will bring assets the firm’s assets to £1bn and give it a turnover of £8.5m. TPO’s London office will merge with PQR and trade as PQR, […]
Succession is facing claims from two shareholders over unfair dismissal The first case is being brought by Lynne Rowland, who previously headed up the integration of new firms into Succession. It is being heard at Watford Employment Tribunal on 10 October over a three-day period. Rowland is claiming for unfair dismissal after she was made […]
The global economy isn’t headed into recession, at least not yet. This month, David Lafferty, Chief Market Strategist at Natixis Global Asset Management, examines current capital market and portfolio risks for signs of recession. Click Here for Capital Market Notes
The Government has announced future reductions in the rate of corporation tax. Will this affect the ‘internal’ taxation of Authorised Investment Funds? Read more
By Robin Geffen, Fund Manager and CEO
Internet giant Alibaba is exactly the type of entrepreneurial company that the high-conviction, top-performing Neptune Global Alpha Fund seeks to invest in. Established just 14 years ago in an apartment in Hangzhou, today Alibaba is larger than Amazon and eBay put together and is challenging some of the most powerful internet companies in the world…
The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.
- Top trends
- Top trends
- Paul Lewis: The NI sting depriving 1950s women of their state pensions
- Aegon wins complaint over forcing transfer client to get advice
- FCA evidence throws Sipp provider court case into doubt
- What’s up the chancellor’s sleeve as the Budget nears?
- FOS ruling cannot add new duties for Sipp providers, court hears
News and expert analysis straight to your inboxSign up