Global IFA Montpelier Group is launching Montpelier Fund Management this week through a joint venture with Montague Capital. The merger with the Stratford-upon-Avon- based global investment manager, which is effec- tive immediately, will allow Montpelier to offer high-net-worth clients discretionary and advisory portfolio management advice, with access to Montague’s 12 investment managers, in addition to the tax and financial advice it currently offers.
Standard Life is understood to be in negotiations to buy up to 40 per cent of the Tenet group in a deal that would value the independent group at 86m. Tenet has over 5,000 advisers and is the third-biggest IFA group behind Bankhall and Sesame. It owns seven subsidiaries, including mortgage specialist Lime, the M&E […]
New Star Investment Funds has appointed Phil Wagstaff as managing director, UK retail sales and marketing, effective from September 7.Wagstaff joins from M&G, where he was MD of its UK retail business.He will report to Mark Skinner managing director, sales and marketing, who has overall responsibility for New Star’s UK and international fund distribution.New Star’s […]
Matt Davis finds that equity markets have ridden out the terrorism
It has been estimated that age discrimination costs the UK economy upwards of 31bn a year. Stereotypes about age are part of the culture in many offices. For older workers, these unfair and unjust prejudices mean they can struggle to get a new job, get training or be awarded a promotion and are often forced […]
Vincent Chailley, CIO of H2O Asset Management, discusses the key investment factors in 2016, including volatility, the disconnection between central banks and its implications on markets, as well as opportunities that may exist for investors.
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Our Governed Retirement Investment Portfolios (GRIPs) reach their five-year milestone and prove their resilience in challenging market conditions
Paradigm Partners was listed on the stock exchange this year as part of Tatton AM’s float IFA support business Paradigm Partners added four new members in the six months to 30 September 2017, according to a statement from Tatton Asset Management. Tatton released a pre-close trading update this morning, which says membership at Paradigm increased […]
The insurer says bulk annuities are a “significant growth area” for its UK business Aviva has completed a £600m bulk annuity deal with the Pearson Pension Plan, its biggest deal to date. The deal is a pension buy-in transaction that covers the liabilities of around 2,400 members. Aviva already provides workplace pensions, protection and health […]