Punter Southall has launched a third pension simplification survival guide covering higher net-worth clients and planning around the recovery tax. It includes a guide to the differences between primary and enhanced protection and which is best suited to different clients’ needs.
The board of the 354.6m Securities Trust of Scotland has written to shareholders in inch-high letters urging them not to accept the hostile takeover bid from the 387.4m Perpetual income and growth investment trust.
This year’s Money Marketing Live in London will provide intermediaries with a dedicated mortgage seminar stream discussing the very latest developments within the industry.
Graham Bates is returning to financial services next month as a fund manager with the first in a range of property funds.
Tilney chief executive David Campbell is leading a management buyout of the specialist fund manager.
In the five years since we launched the Artemis Global Income Fund, its manager Jacob de Tusch-Lec has built a distinctive portfolio that is first among its peers. Here he explains why his “quality, cyclical and value yield” stocks, and flexible approach, leave the fund better placed to benefit from uncertainty than funds that depend […]
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National advice firm Sandringham has made two new board appointments as it seals the hire of former James Hay director John Watson. Watson served as finance director for the platform and its parent IFG Group’s advice business Saunderson House until 2015, before taking over as chief operating officer for financial technology company Equiniti. Sandringham, a […]
Positive sales data has excited the industry but the challenge now is to carry the momentum into 2018
It is that time again where clairvoyants in the investment industry fall over themselves to file their predictions for markets in the year ahead. Analysts will pontificate on everything from the global economy and political stability to interest rates. They will aim to convince us equity valuations are stretched and the only way to avoid […]