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Opportunities short and long

Artemis Pan-European Absolute Return Fund manager Paul Casson discusses his outlook and explains how he has positioned the fund for 2017.

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Behind the scenes of the FCA’s suitability review

Analysing 1,066 client files is a pretty hefty chunk of work for the FCA to take on. Yet that is exactly what the regulator starting doing last April, when it wrote to nearly 700 advice firms saying it wanted to assess the suitability of the sector’s recommendations. Individual results are in and, for the most […]


Perfect storm: Advisers and FCA struggle with DB transfers

Advisers are scrambling to keep pace with the frenetic demand for advice on defined benefit pension transfers as the FCA looks set to dial up its scrutiny of the market. One specialist transfer firm has stopped accepting new business due to being overwhelmed by transfer value analysis requests. At the same time, providers are committed […]

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Asset managers tight-lipped over FCA report feedback

Asset managers and discretionary fund managers are choosing not to go public on their responses to the FCA’s damning report on competition in the asset management sector. The deadline for firms to submit responses was 20 February. However, at the time of writing only Old Mutual Global Investors, Orbis and Vanguard had publicly shared their […]


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