SimplyBiz has linked up with Buckles in a deal that will see it distribute Buckles’ Snowdonia fund range through its 4,000 IFAs. The Snowdonia suite was launched in October 2004 and has 150m under management across four funds.
Venture capital firm BP Marsh & Partners is set to pay almost 2m for the 22.5 per cent equity stake it has acquired in national IFA firm LEBC.The initial investment is 1.78m with a potential final payment of up to a further 182,250 based on the audited results to May 31, 2007 – a total […]
Schroders has appointed Jonathan Asquith and Massimo Tosato as vicechairmen. Alan Brown takes over as chief investment officer, with head of group finance Stephen Brooks taking over from Asquith as chief financial officer.
Well, it’s been lovely to see a little bit of sunshine, even if it was only a brief appearance. I live in Scotland so, believe me, it was very brief. Of course, with even the tiniest hint of spring, thoughts turn to the inevitable clearout that must take place. And that got me to thinking […]
The heralding of a new year is often positioned as an opportunity to make commitments for the next 12 months. People have the best of intentions as they declare they will exercise more, have a better diet or be kinder. Inevitably, as tumultuous events begin to unfold, however, these promises often fall by the wayside. […]
Beaufort Financial’s Nottingham director Gurmit Nahal on why she outsources investment management and how it enables her to focus on holistic financial planning and strategic oversight of portfolios Do you take care of your investment management in-house, outsource it to a third party or combine both approaches? Why do you do it that way?We outsource […]
Ahead of her appearance at Money Marketing’s flagship conference, Money Marketing Interactive this April, CISI award winner Rebecca Aldridge looks at making numbers more exciting and getting advisers and fund managers on the same page What one word or phrase do you think sums up the state of the financial planning profession today? Over-doing disclosure. Well-intentioned […]