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Knowing whose money it is

Romer-Lee says: “There’s a great danger that fund managers get ahead of themselves and become self-important. They have to remember why they’re doing it and whose money it is. That gives really good grounding and reminds day in, day out there’s a little old lady or a person waiting to retire who needs the money. One of the tricks we’ve picked up over the years is to read the published material from managers: the really good ones – managers like Adrian Frost and Nigel Thomas – write in plain English to their unitholders about what they are trying to do.”

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Mattioli Woods predicts the death of the small IFA

Most small IFAs will not exist in 10 years time, according to Mattioli Woods chief executive Ian Mattioli. Mattioli, who heads the wealth manager and Sipp and SSAS administrator, says as clients become much more aware of the total cost they are paying due to the RDR they will become unwilling to continue paying charges at […]


AS2013: Extra £100m from Libor fines to go to army charities

Chancellor George Osborne has allocated a further £100m from Libor fines to military charities and support for those working in the emergency services In his Autumn Statement today, Osborne said: “I want to make a further £100m of Libor fines available to our brilliant military charities and extend support to those who care for the work […]


AS2013: Govt confirms plans to close IHT multiple trusts loophole

The Government has confirmed it will close a loophole allowing the use of multiple trusts to avoid inheritance tax from 2015. In the Autumn Statement today, the Treasury said the changes will take place alongside simplifications of trusts. In May, HMRC launched a consultation proposing a change to the rules on multiple trusts with regards […]

Global energy: positioning for a recovery in the oil price Š

Richard Hulf explains how he and John Dodd have positioned the Artemis Global Energy Fund and where they are finding opportunities. Richard explains how he and John are changing the complexion of the fund to focus on the most efficient oil producers. As he tells journalist Alexis Xydias, in this environment of lower prices, he […]


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