National IFA CWB Group has launched a dedicated mortgage advice company. ReSource Mortgages will be headed up by managing director Alan Holmes, who has previously worked at Lloyds Banking Group and Barclays. The IFA, which has offices in Market Harborough, London, Bromsgrove and Glasgow, will base the mortgage advice firm in Bristol. Holmes will run a […]
Zurich has added Utmost Wealth Solutions’ Isle of Man range of offshore investment bonds to its platform. The addition of the Evolution and Estate Planning bond are part of Zurich’s ongoing platform investment. Utmost says that with the recent acquisition of Generali PanEurope – now Utmost PanEurope – it is now the second largest cross-border […]
Hermes Investment Management has unveiled a new ESG investing tool to help its fund managers assess a fund’s carbon performance and risk. Hermes says the tool assesses the carbon risk of an investment fund relative to its benchmark and of listed companies with their peers. The tool will also be used for client reporting to […]
Following on from our recent focus on risk profiled and managed funds, we look closely at risks in multi-asset funds. In particular, what are the risks inherent within investing and how can these be managed within a multi-asset portfolio? First of all, how do we define risk? We look at four different pillars when analysing […]
Welcome to the latest update for The Brunner Investment Trust PLC from the Trust’s portfolio manager, Lucy Macdonald.
- Top trends
- Top trends
- How much are advisers charging for pension transfers?
- Nick Bamford: Re-platforming problems exposing the dinosaurs
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- IFS director: Inheritance increasingly determines wealth in UK
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
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