View more on these topics

SWIP launches UK opportunities fund

Scottish Widows Investment Partnership is launching an aggressively run UK equity fund aimed at top-end discretionary investment managers, private client stockbrokers, private banks and institutional investors.

Formerly the SWIP UK equity fund, it has been renamed the SWIP UK opportunities fund and is positioned to higher end of the risk/return spectrum. Minimum investment is £25,000.

The fund is £38m in size and is run by a 12 strong team headed by SWIP investment director, UK equities David Urch who was formerly at Mercury Asset Management and Martin Currie.

SWIP sales & marketing director Andy Frepp says: “This is the start of many new product initiatives which will focus on key markets for SWIP and the Lloyds TSB Group.”

Recommended

AIFA&#39s view

It was about halfway through the Money Marketing awards – probably the award for best bus shelter advertising campaign by a protection provider – that a thought struck me. Whenever you get depressed with the acronyms and jargon in this great industry of ours, remember there is always someone worse off than yourself. You could […]

VAT&#39s not the way to do it

IFAs which are members of networks may face being clobbered with a very nasty VAT bill. It appears that Customs & Excise is poised to force networks to charge its members VAT for the use of network services regardless of whether they take a percentage of commission or a fee. With the average annual fee […]

Slick Standard Lifers hauled over the carpet

An illuminating moment at Standard Life&#39s annual general meeting last week came as a disgruntled punter, when asked his name while calling for chief executive Sandy Crombie&#39s head on a plate, responded: “You might remember me, you wrote back to me last year reassuring me about the company&#39s mutual status.” Flashes of policyholder anger such […]

FSA expects flood of applications

The FSA is anticipating a surge in applications for mortgage and general insurance regulation ahead of its 30 April deadline With little more than a week to go, FSA is expecting another peak in application levels. Applications have to be submitted at this time for a firm to be certain the FSA can process it […]

Treasury looks to address advice gap

By Jamie Clark, Business Development Manager, Royal London Hot on the heels of consultations on tax relief and pension transfers and early-exit charges comes a new investigation into the advice gap, and how this can be bridged. Ever since the new pensions freedoms were introduced, concerns have been raised about how people can get access […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com