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Tax and trust arm for corporate sector

AWD Chase de Vere is launching a tax and trust division aimed at its corporate and professional clients, to be headed by former heads of Alexander Forbes’ tax and trusts team Paul Grafton-Holt and Claudio Bacci.


Zurich adds an online tool for portfolio plans

Zurich is offering an online portfolio planner to help financial advisers build and manage client investment and pension portfolios.The company says the internet-based tool is designed to assist in identifying client risk appetite and optimise investments to meet defined goals.The Zurich portfolio planner gives advisers access to around 26,000 market funds and nine generic product […]

L&G wins £400m fund deal from B&B

Bradford & Bingley is to hand Legal & General a £400m multi-manager mandate after ending its contract with Axa Framlington.As revealed by Money Marketing last September, the move sees L&G launch two multi-manager offerings, in the shape of income and growth funds similar to those run by Casper Rock at Axa, to run the money.The […]

Offshore mortgages won’t face retro rules

Industry fears have been allayed with the Budget announcement that the crackdown on offshore mortgages will not be retrospective.In last October’s pre-Budget report, the Government announced plans to strip the tax efficiency of overseas mortgages for non-doms.There were fears the plans would hit non-doms who have already taken out overseas mortgages but the Budget clarified […]

‘Mortgage system is on the brink of seizing up’

The Mortgage Practitioner sole practitioner Danny Lovey has warned that the whole UK mortgage system could seize up in the next month as a result of poor service from lenders.He says lenders’ service to brokers has become so appalling that only straightforward cases with high credit scores, those that can be fasttracked, are being completed. […]

It’s too soon to write Apple off

By Ali Unwin, Chief Technology Officer & Fund Manager at Neptune Earnings season is noisy in the technology sector and a good quarter does not make a good investment. Numbers that come in marginally ahead or behind ‘market expectations’ are extrapolated to produce narratives showing the rise or fall of companies. Our job as technology […]


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