Hornbuckle Mitchell marketing director Mary Stewart has been appointed director of sales and marketing following the resignation of head of sales for London Elaine Turtle.
Conservative deputy chairman and party donor Lord Ashcroft has come under fire for using non-domicile status to save himself millions of pounds in tax.
Macquarie has appointed former Lehman Brothers chief operating officer Benoit Savoret to head its EMEA operations.
Evercore Pan Asset Capital Management has launched its first set of funds for the retail market.
The distinction between Cobs and Icobs should be abolished. All business is either investment-related or non-investment relatedThis difference, in itself, gives clarity and is very easy to understand. Post-RDR, all investment-related business will be on an adviser-charging basis and non-investment business can continue on a commission business. Providing the “client agreement” clearly states the above […]
By Neil Jones, Canada Life Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper […]
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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
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