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Mr Sipp retires after 40 years

Suffolk Life’s director of marketing John Moret has retired. Moret has worked in financial services for 40 years and earned the nickname “Mr Sipp” after spending much of his career promoting the product.

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Perspective makes it 19 buys with Equilibrium deal

Perspective Financial Group has acquired Equilibrium Wealth Management and will take on seven registered RIs and 16 other staff members under the deal. Perspective has now bought 19 firms.

Ashcourt Rowan parent appoints group COO

Syndicate Asset Management, the parent company of Ashcourt Rowan, has promoted director of planning Jeremy Rance to group chief operating officer. The move represents Mark Cheshire’s first key management appointment since his own appointment as interim group chief executive last month, following the resignation of group chief executive Jonathan Freeman. Rance will be responsible for […]

Heath teams up with Adviser Alliance

Former IFA Association director-general Garry Heath has joined campaign group Adviser Alliance. He accepted an invitation from Adviser Alliance director Alan Lakey to join the body. Heath set up the IFA Association before it became part of what is now Aifa and founded the financial services division of Bipar, the European body which represents IFAs. […]

Artemis Monthly Distribution Fund: positioning and outlook

Managers James Foster and Jacob de Tusch-Lec outline the fund’s investment approach and discuss current investment themes and outlook for the bond and equity markets. As James and Jacob confirm, the Artemis Monthly Distribution Fund’s aim is to generate an income from both equities and bonds. They explain their investment approach in each asset class, the sectors where they are […]

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