Former M&G global technology fund manager Greg Kerr has joined New Star to run the US equities mandates in its family investment accounts. Jorry Noeddekaer joins from BankInvest for New Star’s Asian team.
IFA firm Prescient Financial Intelligence has gained its 1,000th client 16 months after its launch in August 2004. The firm has offices in Exeter, Glasgow, London and York specialises in Sipp and IHT solutions for small asset managers and discretionary fund managers.
The Civil Partnership Act gives new rights to couples, prompting a review of their financial affairs
Debbie Boyes was named Mortgage Adviser of the Year award at the Women’s Financial Adviser Group award ceremony in London’s Dock- lands last Friday. Boyes runs her own mortgage brokerage Debbie J Boyes, which she set up in July 2004, and she has plans to expand her team of four staff. She was previously a […]
Falcon Group holding company Sumus saw a 28 per cent increase in turnover for the first quarter from 2.6m to 3.3m.
Thomas Smith, manager of the Neptune Latin America Fund Latin American equities have performed strongly so far in 2016, returning 27 per cent in sterling terms. Much of this move has been driven by newsflow from Brazil, with markets reacting positively to the government voting to impeach President Dilma Rousseff and on the hope of […]
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Offsetting the cost of advice this way would benefit clients and advisers alike One of the multiple barriers to better take-up of financial advice is that some people are unwilling or unable to meet the upfront cost. In response to this, the government has allowed people to take small chunks (three lots of £500) out […]
Fund managers like to trade off having a unique style. There thousands of funds out there to choose from – the question I often hear from advisers is: what makes this person different? Sometimes this can be a really tough one to answer. “We invest for the long term” is all fine and good, but […]
With rising costs and an increasingly tough regulatory market more advisers are looking to outsource their investment proposition, with many leaning towards discretionary fund managers. But while the number of advisers using DFMs is on the up, overall satisfaction with them has dipped. According to a recent survey by financial information firm Defaqto, 74 per […]