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Long-term approach

Romer-Lee says: “Having a long-term approach is really important. It’s quite hard to build a franchise if you have long periods of underperformance but you can’t predict exactly when you’re going to be doing well. With a long-term approach, a manager should know they have good ideas that will come good in the long term. That sets them apart from the crowd.”

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Thomas Miller Investment on the hunt to acquire advice firms

Thomas Miller Investment is on the lookout to acquire advice firms and says it is currently in talks with one firm about a potential deal. The fund manager, which has funds under management of in excess of £2.5bn, looking to develop its presence in the sector and launched a range of six model portfolios in […]


AS 2013: George Osborne’s difficult decisions

In case you missed this morning’s Autumn Statement, a summary of George Osborne’s speech can be put as follows: Thanks to the coalition Government, the economy is growing and is in the best shape it has been in for ages, but we’re still cutting spending. The buzz phrase of the speech was “difficult decisions” but […]


Video: Nicola Horlick says investors should have 20% in alternatives

brightcove.createExperiences(); Rockpool Investments chair Nicola Horlick says she has all of her assets in alternative investments and believes retail investors should have 20 per cent of their portfolios in alternatives, as mainstream markets are “too efficient”.  Speaking at the Alternative Investment Summit last week, Horlick tells Intelligent Partnership director Dan Kiernan that more IFAs should start advising on the sector, despite the illiquidity and higher […]

General insurance

FCA launches price comparison sites thematic review Tessa Norman The FCA has launched a thematic review into price comparison sites selling general insurance products. The review will involve 14 websites, representing 90% of the market, and a number of insurance providers. The review will look at whether websites’ focus on price means consumers are failing […]


Guide: 10 required letters — what to send, to whom and when?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.


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