IFA firm Prescient Financial Intelligence has gained its 1,000th client 16 months after its launch in August 2004. The firm has offices in Exeter, Glasgow, London and York specialises in Sipp and IHT solutions for small asset managers and discretionary fund managers.
Chatfeild-Roberts says there are too many makeweight funds in portfolios
Dalton Strategic Partnership has appointed Rupert Caldecott as a partner to promote its specialist funds and balanced investment programme.Caldecott joins from Cazenove Capital Management where he was a private clients director. Previously he worked at Schroders for 28 years.DSP managing partner Anrew Dalton says: “Rupert has extensive international experience and will be a valuable new […]
The FSA will conduct further work this year to ensure mortgage providers provide relevant disclosure documents and has warned them they could be accused of mis-selling if they fail to do so.
The FSA is planning to streamline its anti-money laundering requirements as it simplifies the FSA Handbook in March.It will remove the detailed rules on anti-money laundering controls in their entirety, replacing them with high level requirements for firms to put their own risk-based controls in place. The initiative hopes firms will target resources on activities […]
Artemis European Opportunities Fund manager Mark Page is questioned about the merits of investing in Spanish supermarket group, Dia. Dia is a 7,000-store Spanish discount supermarket chain. But with cheaper food prices coming on to the market and an improving Spanish economy, journalist Alexis Xydias questions Mark about its inclusion in the Artemis European Opportunities […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Eight exchange-traded funds that prioritise environmental and social targets entered the market in May alone, according to the London Stock Exchange, driving record levels of flows into ESG strategies. LSE says 2018 has been a record year for passive funds prioritising socially and sustainable companies. A total of 31 ESG ETFs holding £3.97bn in assets […]
Retirement product provider Just Group has launched a digital platform that will offer transfer value analysis services. Just Group is starting the wholly-owned HUB Pension Solutions to provide support services for trustees and scheme sponsors. The launch of the new services comes two months after the FCA’s policy statement on defined benefit transfers in March. […]
A law firm is set to issue more than 30 cases against Liberty Sipp in what it believes is the largest number of claims issued against the provider to date. Anthony Philip James & Co alleges the Sipp provider is responsible for the misselling of Sipps between 2011 and 2013. It says it has up […]