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Morgan is Forbes new MD

Alexander Forbes Financial Services is appointing Tim Morgan as managing director responsible for IFA business.

Morgan, who will head up the firm&#39s employee benefit and financial planning arm, will report to Alexander Forbes UK director Dick Wood.

Wood took over control of the firm&#39s UK operation last year in a boardroom shuffle that saw former managing director Nigel Chambers become executive director.

Morgan joins Alexander Forbes from Prudential where he was practice manager in its business to business division.

Wood says: “Tim&#39s experience will be valuable in driving the expansion of regulated business where we now have over 800 corporate clients.”

Morgan says: “Companies, their directors and employees will always need access to good financial advice. I am delighted to be working with a team who have demonstrated an ability to respond to changing customer requirements.”


NDF Administration – Higher Income and Growth Plan 2

Monday, March 18, 2002Type: Guaranteed equity bondAim: Income and growth by investing in the top 10 FTSE 100companiesMinimum-maximum investment: £10,000, £7,000 for Isa investmentsand Pep transfers-£1m, £7,000 for Isa investmentsTerm: Five yearsGuarantee: Capital returned in full provided none of the stocks aremore than 20% below their initial levelReturn: Choice of 0.7% a month, 9% a […]

Gartmore appoints UK smaller companies fund manager

Gartmore is appointing Rob Giles as senior UK smaller companies investment manager, reporting to team head Gervais Williams.Giles was previously at Singer and Friedlander from 1995, where he focused on the small and mid-cap sectors of the UK stock market.Williams says: “Rob brings a breadth of experience to Gartmore that will complement the team.”

Iain Lumsden

Lives: EdinburghBorn: June 6, 1946.Age: 55.Education and qualifications: Degree in mathematics, Exeter College, Oxford.Career to date: Standard actuarial student 1967-71, assistant actuary 1971-1976, organisation and methods manager 1976-1981, joint actuary 1981-1984, general manger (actuarial) 1984-1990, finance director 1990-1994, group finance director 1994-2001.Career ambition: To be a successful chief executive of Standard.Life ambition: “To exceed my […]

Isis gets eco friendly

Isis, the retail arm of Friends Ivory & Sime, has designed an Oeic that invests in companies around the world in the environmental technology and services sectors.The Isis ecotech fund will contain between 40 and 60 stocks from a universe of 321 companies of all sizes. However, it is expected that companies in the early […]

Solving the income puzzle

There is a puzzle at the centre of financial markets. The global economy is growing, there are signs of inflation and interest rates are going up, yet yields remain low. In this article, James Foster, manager of the Artemis Monthly Distribution fund, unpicks this conundrum and looks at where investors can find income. There is […]


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