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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Just over two-thirds of advisers expect most business to come from at-retirement clients with assets ranging from £100,000 to £250,000 this year, according to research from consultants AKG. The online survey of 100 advisers conducted in March looks at how advisers are dealing with the opportunities and challenges of pension freedoms. It is one of […]
We were proud to publish a good practice guide on social impact investing last month as part of an initiative started by an independent advisory group chaired by Allianz Global Investors vice chair Elizabeth Corley. The group had been set up by the Department of Digital, Culture, Media and Sport to increase choice in this […]
Robos came under fire this week, with an FCA review finding serious failings in terms of suitability and disclosure. Adviser comments soon followed, praising the regulator for finally getting tough on automated advice. Here are a few extracts from the FCA: Some firms did not make clear whether their service was advised, non-advised, discretionary or […]