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Marcus James Group launches IFA arm

Property specialist Marcus James Group is launching an IFA arm as part of shake up at the firm which includes Intrinsic’s Kevin Ronaldson joining as a non-executive director.

Speaking at a launch event at Home House in London earlier this week, group chairman Grant Goss said the new arm, Marcus James Wealth management, will help diversify the company.

It will be an AR of Mint financial services, an IFA network owned by Intrinsic.

Intrinsic group marketing director and Intrinsic Wealth Management sales director Ronaldson has joined the board of MJG along with Mark Lovelock and David Robertson

Ronaldson said: “My time with Marcus James will naturally be limited due to my ongoing executive commitments to Intrinsic but I hope my experience will help the group as they look to continue their impressive growth.”


Seven quit Living Time to join MGM

Seven sales staff have quit fixed-term annuity provider Living Time to join MGM Advantage as the company’s decision to halve staff costs starts to bite. Last week, Living Time acc-ounts revealed the firm is to get £450,000 of working capital support from Alico by February 28. The decision to implement a “wide-ranging staff cost reduction […]


Aberdeen Asset Management to sponsor Cowes Week

Aberdeen Asset Management is to take over the sponsorship of Cowes Week. As part of the deal, announced today, the firm will sponsor the week long sailing event for three years. In 2007, Skandia announced it was dropping its multi-million-pound sponsorship of the Cowes Week after a 14-year run. The regatta had become synonymous with […]


£5bn of with-profit bonds can be withdrawn MVR-free this year, says Skandia

Skandia has said with-profits bonds held by around 500,000 clients will this year hit their tenth anniversaries, triggering a penalty-free exit period on a third of them. The group says it believes of the £15bn in with-profits bonds that hit ten-years this year around £5bn can be withdrawn with no market value reductions. Advisers should […]

IFAs remain most trusted figures in financial services, says survey

IFAs remain the most trusted figures in financial services, according to a new study from the Financial Services Research Forum. The drew on data from an online YouGov survey which asked more than 2,000 consumers to rate financial institutions and advisers out of 100 based on how much they trust them, with scores above 50 […]

China tech and Global Alpha: a new great leap forward

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…

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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.


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