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 […]
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Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]
The FCA has finished implementing the recommendations of the Financial Advice Market Review with the publication today of a policy statement relating to personal recommendations today. The FCA aligned itself with Mifid II last year by mandating that regulated advice must contain a personalised recommendation. In August last year, the FCA published a consultation paper […]