Type:
Exempt unit trust
Aim:
Growth by investing in Ernst & Young's Central London office
Minimum investment:
Lump sum £25,000
Investment split:
100% in a commercial property
Place of registration:
Dublin
Closing date:
July 14, 2004
Charges:
Initial 4.96%
Commission:
Initial 1.75%
Tel: 020 7291 7700
Old Mutual Asset Managers has found a replacement for David Ross, who headed its quants team until his high-profile departure earlier this month. Ross will be replaced by Eoin Murray, who joins from Northern Trust Global Investments. In addition to heading the quants team, Murray will run a number of equity market hedge portfolios and […]
The editor of this august organ is renowned throughout financial services as an award-losing journalist and the Diary must bring the sad news to the world that he has done it again. Some two years ago, this foolish curly-mopped fellow turned up at the office with a bag full of shards of glass that had […]
Two executive directors have resigned from Inter-Alliance in the aftermath of the collapsed merger negotiations between the national IFA and Berkeley Berry Birch. Distribution director Phil Lockyer and technology director Mike Achilles, Inter-Alliance's longest-serving executive board member, left by mutual agreement last week. It is believed their departure was prompted by the composition of the […]
Discount brokers Bestinvest and Garrison Investment Analysis are expected to be acquisition targets for retail fund distributor The Money Portal once its latest round of funding comes through. The brokers, both major players, are understood to be among nine firms that TMP plans to approach as soon as it secures its next – and biggest […]
Manager Adrian Gosden explains how a strong balance sheet means companies can survive volatility – even in the aftermath of a debacle like VW’s. To watch the video click here
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Discretionary fund manager Beaufort Investment has promoted internally to fill the position of chief investment officer and has also appointed a new funds research executive. Beaufort Investment is part of the vertically integrated Beaufort Financial group. Head of portfolio construction Shane Balkham has been appointed as CIO and investment analyst Emma Clarke has been named […]
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]
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