Actuarial and pension specialists Wolanski & Co and CheckleyFisher have merged to create Wolanski CheckleyFisher. Both firms specialise in corporate pensions and the combined firm will create a new player in the actuarial market, made up of seven fully-qualified owner-manager actuaries.
Miton Optimal and Insinger de Beaufort are becoming increasingly cautious on emerging markets and commodities amid expectations of a short-term correction.
Lawrence House Fund Managers is offering a Sipp with no set-up costs or charges for the first year in conjunction with pension specialist DA Phillips. The two firms will pay the 805 set-up and first-year costs of the premier trust Sipp for any client introduced by an IFA. Minimum investment is 150,000 to qualify for […]
CII sets up course to ‘challenge delegates intellectually and strengthen skills’
FSA managing director Hector Sants says the cost of implementing the EU Mifid directive will only be worthwhile if firms exploit the opportunities provided by the directive such as cross-border trade.
In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
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National advice firm Sandringham has made two new board appointments as it seals the hire of former James Hay director John Watson. Watson served as finance director for the platform and its parent IFG Group’s advice business Saunderson House until 2015, before taking over as chief operating officer for financial technology company Equiniti. Sandringham, a […]
Positive sales data has excited the industry but the challenge now is to carry the momentum into 2018
It is that time again where clairvoyants in the investment industry fall over themselves to file their predictions for markets in the year ahead. Analysts will pontificate on everything from the global economy and political stability to interest rates. They will aim to convince us equity valuations are stretched and the only way to avoid […]