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The Daley Update

Henderson Global Investors has appointed Kirsteen Morrison as senior fund manager for its socially responsible Investment team. She joins from Henderson&#39s Singapore office, where she was responsible for the global care Asia Pacific fund. Morrison will manage the Henderson SRI and NPI global care SRI funds.

Credit Suisse Asset Management is offering a 1 per cent discount on its income and monthly income funds until the end of June. The discount will reduce the funds&#39 5.25 per cent initial charges to 4.25 per cent and marks the first birthday of fund manager Bill Mott&#39s return to the funds. He withdrew from the day-to day management of the funds in the late 1990s to take a more strategic role in the company.

Baring Asset Management has appointed James Rainbow as UK marketing manager. He joins from Govett Investment Management, where he was senior marketing manager.

Royal & Sun Alliance is to offer a new range of higher-risk unit trusts. The first of the trusts – the UK prime unit trust – is set for launch at the end of this month. Global, European and North American funds will follow.


Sway appoints Winders

Sway is appointing Peter Winders as sales director, to work in the targeting of clients outside the UK, particularly in the Middle East.Winders joins from Sarasin Investment management where he was responsible for international sales and marketing.Sway chief executive Jon Maguire says: “peter has significant senior management experience in the retail collective arena. He brings […]

Isas feel February chill

Fund managers&#39 worst expectations were confirmed this week as Autif figures revealed February Isa sales down by 37 per cent on last year.Net Isa sales plummeted to £646.8m from £1,029.3m in the same month last year but sales were narrowly up on January&#39s figure of £517m.A combination of repurchases and poorly performing markets have seen […]

BROKER &#39Talkback&#39

Do you think the tax-free cash option should be reinstated on AVCs? “Yes. Otherwise it is an uneven playing field. At the moment, the obvious choice for most IFAs&#39 clients is stakeholder.” Edwin Forsythe, Forsythe Financial Services“Whatever they do, they should do it quickly. The tax-free cash option is right for some and not for […]


Mortgage firms target credit-impairedInter-Alliance Mortgage Service and Preferred Mortgages are teaming up to offer a step-down adverse-credit mortgage. The mortgage allows borrowers with a poor credit history to move to a lower rate of interest as their credit status improves, eliminating the need to remortgage and giving an incentive to make punctual mortgage payments. The […]


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