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SJP reveals fund range shake-up

St James’s Place has announced a raft of management changes to its fund ranges. Steve Gorman of Wellington Management will be appointed lead manager for the Alternative Assets fund. Meanwhile, Ken Hsia from Investec Asset Management will take over the Continental European fund and will co-manage the Greater European Progressive fund. The Axa Framlington Managed […]

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How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]

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Investment firm takes stake in national IFA Alexander House

Investment firm Dolfin has bought a “significant” equity stake in national IFA  Alexander House Financial Services. Alexander House is an appointed representative of Old Mutual Wealth-owned network Intrinsic. Dolfin is an independent financial services company providing custody, execution and asset management to advisers and their clients. Nick Kelly: The number one deal breaker for acquisitions […]

‘Sudden resignation’ by Invesco in fight over fees leaves trust hunting for new manager

The Invesco Perpetual Enhanced Income investment trust is weighing up bids from new managers after Invesco unexpectedly resigned from the mandate over a dispute around fees. The board of Invesco Perpetual Enhanced Income Limited says it has received “a significant number of highly credible proposals” from investment managers wishing to take over the trust. It has narrowed […]

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Only human

Sara Docherty – Senior Marketing Consultant 1 in 4*. You’ve probably heard the stat – the number of people in the UK who’ll experience a mental health problem at any one time. That could be your friend, your partner, your colleague… you? But can you honestly say a quarter of the people you know are struggling […]

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