AJS Wealth Management, Intelligent Capital and Ward Mitchell have signed up to the Nucleus platform, bringing the total to 13.
Dalton Strategic Partnership has set up a pan-Asian equity fund, which will be managed by Sally MacDonald.The Melchior pan-Asian Advantage fund is a them-atic portfolio that will invest in between 45 to 75 stocks in markets including Hong Kong, China, India, Australia and New Zealand.MacDonald, who was previously a senior fund manager on the Asia […]
UK pension schemes have moved into surplus for first time in over five years, according to research from Aon Consulting.
The issue of caveat emptor has come to the fore again. The FSA has made it clear that firms will be responsible for giving consumers all the information they need to make an informed decision. FSA supremo John Tiner, said: “Increasingly, consumers will be educated to take responsibility for their own actions and while the […]
The public administration select committee has called on the Government to extend its help for victims of occupational scheme collapses to those schemes wound up by solvent employers.The PASC report, Pensions Bill: Government undertakings relating to the Financial Assistance Scheme, states the Government’s proposal to ask the team reviewing the FAS to look into solvent […]
Kunal Desai, manager of the Neptune India Fund, comments on how India’s 2017 budget will impact the Indian economy and equity market. Read article here: Important Information – for Investment Professionals only. Not for Retail Clients.Investment risksThe Neptune India Fund may have a high volatility rating and past performance is not a guide to future […]
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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