Kathleen Dickson is joining Scottish Widows Investment Partnership from Baillie Gifford in the newly created role of European equity product specialist. Dickson will work on developing Swip’s European equity and Reit funds.
F&C says it is not tempted to combine its multi-manager experience with its ethical expertise by launching an ethical fund of funds despite greater awareness of issues such as climate change among investors.
The confirmation hearing for the proposed merger of Portman Building Society with Nationwide Building Society will take place on June 7, the FSA says.It will be held at the Norfolk Royale Hotel in Bournemouth on June 7 starting at 11.00 am. The purpose of such hearings is to give interested parties an opportunity to make […]
Software Solutions Partners looks set to buy adviser software provider Sirius after the two companies reached agreement on the terms of the acquisition. Sirius will today post a memo to its shareholders outlining the terms of the scheme as well as consequent meetings and any actions to be taken by Sirius shareholders. SSP is a […]
A widower seeking to minimise IHT on his estate would do well to consider a portfolio of Aim shares.
By Denise Wond, marketing manager We’ve heard a great deal about Generation Rent in recent years but what does it actually mean for consumers and advisers and has the face of the typical renter changed? The picture is certainly more diverse than it used to be. Homeownership is at its lowest point in 30 years, […]
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Phoenix is set to shed roles in a redundancy round following its decision to buy parts of Axa’s business last year. The closed-book provider snapped up Axa Wealth businesses Embassy, its off-platform investment and pension division and Sun Life, its direct protection business, in a deal signed last May, before also buying rival closed-book operation […]
Hargreaves Lansdown has removed Paul Chesson’s Invesco Perpetual Japan fund from the Wealth 150 list of recommended funds due to its volatile performance. Chesson, head of Japanese equities, has run the £318m fund since 2000 and takes a high conviction, contrarian approach to investing. Investment analyst Dominic Rowles says that while this has led to […]
Firms will not necessarily have to advise on every relevant investment product but it will be difficult to discount structured deposits