Stroud & Swindon Building Society’s chief executive David Hill is stepping down at the end of August after nine years at the mutual. Finance director Kevin Bounds will take on the role while the society searches for a replacement.
Hermes Fund Managers announced today the appointment of Neil Williams as chief economist for its fixed income team.Williams’ role will be to provide analysis of key economic issues for the fixed interest and index-linked bond portfolios.Prior to joining Hermes, Williams worked as head of sovereign research/strategy at Mizuho International, and as global head of emerging […]
We believe the most exciting stockmarket opportunities today are in those places where a new generation of leaders are successfully transforming economies and companies in favour of investors. In a new investment guide and website, which is suitable for use with your clients, we set out our views on these reformers. Click here to find […]
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]