Syndicate Asset Management – a strategic investment company seeking to build a fund management firm by consolidating smaller fund managers – is seeking an Aim listing after raising 33m in pre-IPO financing.
Clerical Medical claims it has helped over 2,000 advisers since January when it launched its Advice matters IFA support programme. The firm has run strategic seminars on areas such as professional indemnity insurance, A-Day, achieving growth and profitability and HR issues. The programme of adviser support includes a PI consultancy, business critical – looking at […]
Witan is to donate sharedealing charges on its share plan to a children’s charity in October and November.
Tory leadership candidate Ken Clarke has attacked the FSA, questioning whether the regulator has its costs under control. In a speech to Cass Business School in London, former Chancellor Clarke said there was increasing hostility in the City to the “staggeringly expensive” costs that the FSA creates for the industry. He said this mood has […]
Isis Equity Partners
Baronsmead 3 VCT C Share Issue
Graeme Robb, senior technical manager at Prudential, writes about the residence nil-rate band and the advice opportunities it presents for you when tax year-end planning with your clients. On our Planning Matters hub, we considered a widow, Margaret, and a married couple, John and Anne, for whom the residence nil-rate band (RNRB) is influencing planning […]
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FCA chief executive Andrew Bailey says he is concerned about the new Priips regulation. Speaking at the London Business School Annual Asset Management Conference yesterday Bailey said: “I want to be clear that I am concerned about Priips, and I know I am not alone.” He added: “It carries a risk that it is leading […]
The Personal Finance Society has launched a guide for advisers on social impact investing, in light of recommendations to government from an advisory group. The guide was put together by the PFS, with the support of the government’s independent advisory group on social impact investing and the Department for Digital, Media, Culture and Sport. The […]
The debate around how fund managers’ pay incentives should work has been reignited. Firms have started to introduce new cost structures in an attempt to improve transparency, as the FCA steps up its focus on how asset managers assess their value. The companies that have already introduced new fee models claim it will not change […]