In this short video, Peter Rutter, head of global equities at Royal London Asset Management, explains how he uses the company life cycle framework as part of his investment approach.
The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice.
Old Mutual Wealth’s financial planning arm has acquired Infiniti Financial Planning, which it will join with recently acquired Premier to form its Birmingham base Old Mutual Wealth Private Client Advisers acquired Premier Planning and Premier Wealth in March. Today it announces the purchase of Infiniti, for an undisclosed sum, which gives advice to around 700 […]
Do not make the mistake of thinking you have time to pause for breath. After the rush of last- minute questions, applications, pension top-ups and Isa reshuffles, tax year 2016/17 is now history. Yesterday, we bid a cautious welcome to tax year 2017/18, which will bring with it fresh challenges, new numbers to commit to […]
House price inflation in March was 3.8 per cent year-on-year, down from 5.1 per cent in February, according to the latest Halifax house price index. House prices in the three months to March were 0.1 per cent higher than in the previous quarter. The average UK house price in March was £219,755. House sales in […]
Standard Life chairman Gerry Grimstone says the firm is eyeing Dublin as its new European Union hub and argues London is going to become a smaller financial centre after Brexit. Standard Life currently has an Irish branch, but would upgrade this to a subsidiary, Grimstone told Bloomberg. The firm would then make its German business […]
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The rise of ethical funds and sustainable investment brings into question just how broad and subjective the space can be One of 2018’s most-used buzzwords in investment has been “ethical”. The rise in popularity of environmental, social and governance investing has been widespread, and in 2017 more than £1bn of net retail money flowed into […]
The Personal Investment Management and Financial Advice Association has published an updated version of its Mifid II feedback template and guide. Both documents jointly authored with the Tax Incentivised Savings Association were originally issued for industry comment in June 2018. The updated template and guide reflect the feedback received from Pimfa’s product governance and template testing working groups. […]
Legal and General Assurance Society has apologised to a client for making repeated mistakes in the information it gave about the amount of tax free cash he could take. In a ruling from The Financial Ombudsman Service, Mr M complains L&G’s errors resulted in the need for him to return funds and caused him “significant trouble” and […]