Bristol IFA Carole Nicholls has been elected president of the Personal Finance Society, replacing Brian Steeples, who steps down at this week’s AGM.
HSBC International has brought out a capital-protected offshore Oeic that is linked to the performance of the DAX global Bric Index for five years.
Investors in this fund will receive a full capital return at the end of the term regardless of the performance of the index, plus a minimum return of 9 per cent growth.
Fidelity UK managing director Richard Wastcoat has called on the Government to raise the annual investment limit for Isas.Wastcoat welcomed economic secretary Ed Ball’s confirmation that Isas would be made permanent after 2010, but asked for the Government to consider raising them from their current £7,000 level.Since their launch in 1999, UK consumers have opened […]
Helen Pow asks if it is time for investors to move away from diversifying their portfolios
Capital & Regional are the latest member to join the Reits and Quoted Property Group. The co-investing real estate asset manager manages property assets for funds in which it holds a significant stake. There are now 32 companies that are members of the group behind the Reita.org website and awareness campaign. The Group now includes […]
Indian equities have officially re-entered a bull market, with the benchmark index climbing to a 11-month high. Better-than-expected data on US jobs and a brightened outlook for global growth have contributed to the market’s strong returns, but domestic drivers have also played a big part in the recent rally. Kunal Desai, Manager of the Neptune […]
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As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]