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Schroders Head of Investment to Leave

Schroders head of investment Richard Horlick has decided to step down from the board as of May 25th, and will leave the company later this year.

Former Schroders group chief investment officer and vice chairman of State Street Global Advisors Alan Brown will join the board and assume Horlicks responsibilities on July 5, 2005. Brown will be a member of Schroders Group Management Committee, reporting to Michael Dobson.

Dobson says: “We are delighted that Alan Brown is joining Schroders. He comes to us with a depth of experience in equities and fixed income and in the institutional marketplace in the UK and internationally.”


Norwich Union – Norwich Manager of Manager Cautious Fund

Type: OeicAim: Growth by investing globally in equities, fixed-interest securities and cashMinimum investment: Lump sum 5,000, 3,000 for Isas and Pep transfers, monthly 100Investment split: 33.33% UK equity, 16.6% UK corporate bonds,13.33% UK government bonds, 5% European equity, 5% US equity, 4.65% global bonds, 3% Asian and Pacific equity, 1% emerging markets, 1% Japan equity, […]

Women IFAs offer lifestyle planning

A million UK businesses are owned by women, contributing over 115bn to the economy and expanding the need for female-focused financial advice, says new IFA firm Elements.

ScotEq Intl warns of tax-free dangers

IFAs must warn their clients of the threat of inheritance tax on supposed tax-free savings vehicles, cautions Scottish Equitable International.

Powerful estate planning tools ignored or forgotten by wealthy Brits

Canada Life IHT Survey 2016 Only a quarter of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than required More than a quarter don’t even have a will and just one in five have gifted money Many say they do not need these tools but families would […]


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