View more on these topics

New wealth manager launches

Albert E Sharp Investment Managers has launched in Stratford upon Avon, reviving the name of the firm’s original founder. 

Chairman Giles Sharp is the youngest grandson of Albert E Sharp who established the eponymous stockbroker firm in 1911.  The firm held 26 offices nationally but the name disappeared after the business was sold in 1998.

The new firm, which also has a London office will offer full discretionary investment management to high net worth IFA clients with at least £250,000 to invest.

It will offer white-labelled discretionary management service to IFAs who can bring £50m or more to the arrangement.

It is also developing a cost-effective discretionary service based around a series of actively managed risk-rated model portfolios, using a blend of pooled and non-pooled investments to minimise costs and is in discussion with platforms to maximise distribution channels.

Sharp says: “It’s marvellous to be able to bring the family name back. Albert E Sharp was synonymous with first-class, professional and personal service and integrity. These principles were passed down to me by my grandfather and father – I’ve picked a strong team of talented and award-winning managers with senior City-level investment experience who value these principles as much as I do.” 

Recommended

Skandia tool aims to shed light on opaque with-profits

Skandia has launched a withprofits bond analysis tool to help identify penalty-free exit opportunities and compare performance against alternative tax wrappers. The With-Profits Analyser gives advisers an overview of each with-profits fund on the market, with data from Cazalet Consulting, including the asset allocation and annual gross returns of underlying assets. It also details the […]

Brexit Commentary from Natixis Global Asset Management

By David F Lafferty, CFA, SVP – Chief Market Strategist Thursday’s historic Leave vote in the UK will have both immediate and long-term consequences for the global economy and financial markets. The initial flight-to-quality reaction across asset classes has been exacerbated by the market’s misplaced confidence in a Remain victory leading up to the vote. Stock markets […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment